Hi, I'm
Hanspreet Singh
Financial Advisor
4+
Years Of Experience
12+
Projects Completed
4+
Certifications
My Skill Set
I Provide Wide Range Of Skills
Financial Planning & Advisory
Expertise in creating tailored financial plans, advising clients on investment, savings, and long-term growth strategies.
Customer Relationship Management
Strong proficiency in CRM systems, client data tracking, and improving engagement through advisory-driven solutions.
Data-Driven Insights
Skilled in financial modeling, reporting, and dashboards using Excel, SQL, and Power BI for business growth.
Why Choose Me
My Experience Area
Experience
ProEd DMCC
Developer
Apr 2020 – Aug 2020
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Improved lead accuracy by 34% via HubSpot CRM.
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Produced insights supporting expansion plans, improving acquisitions by 19%.
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Reduced reporting time by 41% through Excel-based models.
Birmingham Trading LLC
Sales Associate
Apr 2021 – Aug 2021
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Surpassed revenue benchmarks, achieving 118% of monthly goals.
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Cultivated 300+ client connections, increasing satisfaction by 26%.
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Improved advisory conversions by 23% through structured demonstrations.
Birmingham Trading LLC
Finance Analyst
Apr 2022 – Aug 2022
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Streamlined reporting protocols, boosting productivity by 18%.
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Managed loan/credit operations, increasing profitability by 70%.
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Enhanced coordination, meeting deadlines 20% faster.
Hope Autism Services
Analyst
Apr 2025 – Present
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Improved forecasting precision and efficiency by 22% across departments.
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Refined marketing expenditure models and dashboards, boosting campaign efficiency by 27%.
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Delivered insights that increased conversion rates by 34% through SQL analytics.
DEGREE
EDUCATION
BA Business Economics
Sep 2020 – Oct 2024
Clients Are Satisfied For Our Work, View Feedback
Trusted Financial Advisor
Senior Manager
Birmingham Trading LLC
Data-Driven & Client-Focused
Supervisor
Hope Autism Services