At Neil Jesani Advisors Inc, I lead daily tax preparation, accounting, and client service operations, coordinating onboarding, CRM records, billing, reporting, quality control, and staff support during high-volume tax seasons.
I've also processed loans, credit checks, money transfers, foreign exchange, cash settlements, and bill payments at Money Mart Financial Services while maintaining AML and KYC compliance. Across financial services, debt management, sales, and customer support roles, I've trained staff, resolved client issues, supported sales goals, and handled sensitive financial information with accuracy and discretion.
