Director of Client Relations and Operations @ (November 2017 - August 2025)
Registered Representative @ Continuum Consulting Group (May 2017 - November 2017)
Registered Representative @ (January 2011 - May 2016)
Manager @ Pic N Go (June 2008 - September 2010)
Technical Support @ (January 2008 - June 2008)
Customer Service Representative @ Halloween Club (July 2006 - November 2006)
Customer Service Representative @ Cypress Engraving (August 2005 - June 2006)
Jaspreet Sethi Education
UCLA
Bachelor of Science (BS) (Philosophy and Economics)
Los Alamitos High School
High School Diploma
Jaspreet Sethi Skills
Private Equity
Investor Relations
Real Estate Investment Consulting
Business Planning
Defined Contribution Plans
Wealth Management
Investments
Strategic FInancial Planning
Retirement
Employee Benefits
Financial Services
Fixed Annuities
Finance
Insurance
Management
Leadership
Mutual Funds
Marketing
Leadership Development
Life Insurance
Small Business
Entrepreneurship
Long-term Care
Public Speaking
Business Strategy
Business
Event Planning
Start-ups
Sales
Mergers & Acquisitions
Financial Analysis
Variable Annuities
Risk Management
Strategy
Business Development
Analysis
Annuities
Retirement Income Strategies
Commercial Real Estate
Jaspreet Sethi Summary
Jaspreet Sethi, based in La Cañada Flintridge, CA, US, is currently a Investor Relations Manager at Blue Lake Capital. Jaspreet Sethi brings experience from previous roles at Private Real Estate Company, Continuum Consulting Group, Transamerica Financial Advisors, Inc., Transamerica Financial Group Division and Pic N Go. Jaspreet Sethi holds a Bachelor of Science (BS) in Philosophy and Economics @ UCLA. With a robust skill set that includes Private Equity, Investor Relations, Real Estate Investment Consulting, Business Planning, Defined Contribution Plans and more. Jaspreet Sethi has 1 emails and 1 mobile phone numbers on RocketReach.
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