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I am a client-focused Account Manager and Senior Analyst with over 5 years of experience managing and growing portfolios of enterprise clients in regulated financial services environments. I have acted as the primary point of contact for 25+ client accounts, driving 97% retention on a $3M portfolio and delivering data-driven insights to senior stakeholders.\n\nMy strengths include stakeholder relationship management, performance analysis, and cross-functional collaboration. I have supported client-facing initiatives, prepared executive-level reports and presentations, and partnered with analytical, technical, and operational teams to ensure timely delivery of solutions and high client satisfaction. I also bring experience in real estate consulting and retail credit analysis, with a track record of identifying growth opportunities and delivering value through thoughtful engagement plans.…I am a client-focused Account Manager and Senior Analyst with over 5 years of experience managing and growing portfolios of enterprise clients in regulated financial services environments. I have acted as the primary point of contact for 25+ client accounts, driving 97% retention on a $3M portfolio and delivering data-driven insights to senior stakeholders.\n\nMy strengths include stakeholder relationship management, performance analysis, and cross-functional collaboration. I have supported client-facing initiatives, prepared executive-level reports and presentations, and partnered with analytical, technical, and operational teams to ensure timely delivery of solutions and high client satisfaction. I also bring experience in real estate consulting and retail credit analysis, with a track record of identifying growth opportunities and delivering value through thoughtful engagement plans.

Vishal Brar

Project Manager, Brand Strategist, Marketing Strategist, +2

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I am a client-focused Account Manager and Senior Analyst with over 5 years of experience managing and growing portfolios of enterprise clients in regulated financial services environments. I have acted as the primary point of contact for 25+ client accounts, driving 97% retention on a $3M portfolio and delivering data-driven insights to senior stakeholders.\n\nMy strengths include stakeholder relationship management, performance analysis, and cross-functional collaboration. I have supported client-facing initiatives, prepared executive-level reports and presentations, and partnered with analytical, technical, and operational teams to ensure timely delivery of solutions and high client satisfaction. I also bring experience in real estate consulting and retail credit analysis, with a track record of identifying growth opportunities and delivering value through thoughtful engagement plans.…I am a client-focused Account Manager and Senior Analyst with over 5 years of experience managing and growing portfolios of enterprise clients in regulated financial services environments. I have acted as the primary point of contact for 25+ client accounts, driving 97% retention on a $3M portfolio and delivering data-driven insights to senior stakeholders.\n\nMy strengths include stakeholder relationship management, performance analysis, and cross-functional collaboration. I have supported client-facing initiatives, prepared executive-level reports and presentations, and partnered with analytical, technical, and operational teams to ensure timely delivery of solutions and high client satisfaction. I also bring experience in real estate consulting and retail credit analysis, with a track record of identifying growth opportunities and delivering value through thoughtful engagement plans.

Available to hire

I am a client-focused Account Manager and Senior Analyst with over 5 years of experience managing and growing portfolios of enterprise clients in regulated financial services environments. I have acted as the primary point of contact for 25+ client accounts, driving 97% retention on a $3M portfolio and delivering data-driven insights to senior stakeholders.\n\nMy strengths include stakeholder relationship management, performance analysis, and cross-functional collaboration. I have supported client-facing initiatives, prepared executive-level reports and presentations, and partnered with analytical, technical, and operational teams to ensure timely delivery of solutions and high client satisfaction. I also bring experience in real estate consulting and retail credit analysis, with a track record of identifying growth opportunities and delivering value through thoughtful engagement plans.

Skills

Experience Level

Expert

Expert

Expert

Intermediate

Work Experience

Account Manager - Investor Relations at NASDAQ

June 1, 2021 - Present

Act as primary account manager for a portfolio of 25 publicly traded clients across Technology, Consumer, Industrial, and Financial Services sectors, owning day-to-day relationship management and engagement delivery. Build and maintain strong, long-lasting client relationships as the main point of contact for senior executives and investor relations teams. Develop and execute structured account and engagement plans including scope, timelines, milestones, and performance metrics aligned to client objectives. Identify account risks and growth opportunities within existing clients, contributing to a 97% retention rate across a $3M book of business. Collaborate with internal analytical and operational teams to ensure timely delivery of client solutions, insights, and reporting. Analyze customer engagement data and benchmarking outputs to provide strategic recommendations during client reviews. Prepare and deliver executive-level presentations, proposals, and performance reviews to boards a

Real Estate Consultant at Self-Employed

August 1, 2020 - June 1, 2021

Managed end-to-end client relationships, acting as the primary liaison between buyers, sellers, municipal stakeholders, and professional partners. Identified and pursued new business opportunities through relationship building, market analysis, and client referrals. Conducted feasibility analysis, zoning reviews, and regulatory assessments to support client decision-making. Prepared proposals, presentations, and supporting materials to communicate project value and recommendations. Negotiated contracts and coordinated with architects, engineers, and contractors to ensure successful project execution.

Retail Credit Analyst at Scotiabank

August 1, 2017 - August 1, 2020

Managed a high-volume loan portfolio averaging $1.5M per week, balancing risk, customer needs, and performance targets. Built and maintained strong relationships with automotive dealers, improving turnaround times and customer satisfaction. Analyzed lending performance data and identified process improvements that increased operational efficiency. Consistently exceeded performance targets, achieving over 105% of KPIs through disciplined workflow management and collaboration. Supported onboarding and training of new team members.