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Preeti Saldanha

Resume

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Accenture, Managemment Consulting Analyst 

April 2024 - present

  • Supported the client in implementing Microsoft Dynamics 365 across nine warehouses in Canada.

  • Assisted with the setup and configuration of the supply chain system according to client requirements.

  • Conducted testing, troubleshooting, and problem-solving, identifying and resolving bugs and error messages that arose during the testing phase.

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Eastern Travel, Luxury Travel Designer

September 2023 - December 2023

  • Crafted bespoke travel itineraries tailored to high net-worth clients across India to deliver unforgettable holidays

  • Created multimedia content to showcase luxury travel destinations, experiences, and accommodation 

  • Designed captivating personalized materials for each client to heighten the overall experience 

  • Authored compelling content to highlight unique destinations and curated exclusive experiences

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Wands & Wishes Occasions, Character Actress

June 2021 - present

  • Perform at birthday and corporate parties as Disney Princesses Moana and Jasmine to delight guests of all ages ensuring their day is truly magical

  • Entertain and lead activities, foster inclusivity and utilize multi-dimensional tactics such as princess dancing, interactive story time, and face painting

  • Communicate via e-mail to coordinate event details with parents to ensure events run smoothly

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Daniel’s Management Department Research Assistant to Paul Olk

May 2020 - present

  • Investigate existing pharmaceutical collaborations within Alzheimer’s consortia to discover why companies join multiple consortia for a paper that will be published in the California Management Review

  • Compose questions for interviews with top scientists based on available research, observe interviews, organize data collected in Excel

  • Completed a research paper on Alzheimer’s databases with a focus on comparison of the data contribution

Work Experience: CV
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Daniels’s Management Department Research Assistant to Lowell Valencia- Miller

September 2021 - December 2021

  • Conduct primary research through interviews with staff and students to understand and gauge necessity of a Healthcare management major focusing on the non-clinical side of Healthcare

  • Research existing infrastructure at the University to leverage resources and identify sources of funding for the launch of new major

  • Propose outlines of nine healthcare management specific classes to the faculty at Daniels

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Northwestern Mutual, College Financial Representative

June 2021 - present

  • Partner with successful advisors to engage and guide prospective clients through the financial planning process including fact finding, plan presentations, closing, and delivery

  • Driven to educate clients, fostering meaningful conversations and relationships to grow, build client base

  • Leverage sales tactics, techniques to successfully write 8 disability and life insurance policies in 3 months   

Licences & Certifications 

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Financial Licences

SIE, Series 7, and 63

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Insurance Licenses

Life and Disability and Long-Term Care Insurance licensed in CO, CA, SC

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Microsoft Certification

Certified in Microsoft Excel, Word, and PowerPoint

Work Experience: List
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