At Zedpath Solutions, I led administration and financial paraplanning operations for Australian advisers and corporate accounts. I prepared investment research, portfolio analyses, and financial documents using Xplan, while supporting operations across 5,000+ client accounts.
I also coordinated insurance quotations, underwriting, claims, and renewals, and supported projected premium analysis for corporate clients. At Aashray Foundation, I coordinated outreach and volunteer operations, including Pathshalas supporting more than 100 children.
