Sania Sharma Email
Private Client Portfolio Administrator @ Cypress Capital Management Ltd.
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Sania Sharma Location
- Vancouver, BC, CA
Sania Sharma Work
- Private Client Portfolio Administrator @ (December 2025 - Present)
- Advisory Associate @ (May 2023 - December 2025)
- Financial Services Concierge @ (August 2022 - May 2023)
- Financial Services Associate 1 @ (April 2022 - August 2022)
- Food and Beverage Server @ Sylvia Hotel (September 2021 - January 2023)
- Customer Service Representative @ (March 2022 - April 2022)
- Food Service Supervisor @ (October 2021 - January 2022)
- Food and Beverage Server @ (July 2019 - October 2021)
- Assistant Manager @ (February 2021 - July 2021)
- Crew Member @ (November 2020 - January 2021)
Sania Sharma Education
- Acsenda School of Management
Bachelor of Business Administration - BBA (Business Administration and Management, General)
- Panjab University
Bachelor of Commerce - BCom
- IFSE Institute
Canadian Investment Funds Course (Mutual Funds)
Sania Sharma Skills
- Account Management
- Accounting
- Administration
- Attention to Detail
- Business
- Business Management
- CEM
- Cash Handling
- Client Liaison
- Communication
- Consumer Lending
- Customer Service
- Data Analysis
- Dataphile
- Document Management
- Finance
- Financial Planning
- Investment Management
- Leadership
- Management
- Microsoft Office
- Microsoft Outlook
- Mutual Funds
- Naviplan
- Phone Etiquette
- Problem Solving
- Relationship Building
- Retail
- Retail Sales
- Wealth Management Services
- dataphile
- e-advisor
Sania Sharma Summary
- Sania Sharma, based in Vancouver, BC, CA, is currently a Private Client Portfolio Administrator at Cypress Capital Management Ltd.. Sania Sharma brings experience from previous roles at BlueShore Financial and Sylvia Hotel. Sania Sharma holds a Bachelor of Business Administration - BBA in Business Administration and Management, General @ Acsenda School of Management. With a robust skill set that includes Account Management, Accounting, Administration, Attention to Detail, Business and more. Sania Sharma has 1 emails on RocketReach.
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