Omkar Shinde — Business Development Executive

TFA’s mission is to enhance the present and future economic well-being of its clients and representatives. Baby Boomers are retiring every day. The average baby boomer believes $300,000 is sufficient enough to retire on. Do you think that's enough money? But before I answer that, here's my story: I was on track to be a Chemical Engineer till 2020. But when I graduated, I was distraught with what the job requirements were. Putting myself first, I completely decided to quit the track. No plan, no job in sight. I started to panic. That's when my mom sat me down and told me to list the things I'm passionate about. Turns out personal finance and education were the top two on my list. Not shocking, considering I always had a passion for how money works. So, I started doing research for jobs in financial services. My goal was to implement my passion for financial education for everyone. Since then I've helped countless individuals, families, and business owners make easier financial decisions for their future. Services I provide: 1. Portfolio Planning 2. Budget Creation 3. College Funding 4. Debt Reduction 5. Retirement Planning 6. Proper Protection 7. Tax Efficiency 8. Investment Allocation What makes me different: - Keeping you accountable to your goals - Creating simple yet effective strategies - Establishing a personal relationship - Yearly reviews accounting for changes in goals and income So to answer the question above, $300,000 is not enough money to retire on, in my opinion. But that's where I come in. If you want to learn more about how my clients are pursuing their financial goals, let's have a quick chat :)

Stackforce AI infers this person is a Financial Services professional with a strong analytical and educational background.

Location: Denver, Colorado, United States

Experience: 6 yrs 5 mos

Skills

Financial Planning
Investment Strategy
Sales Strategy
Lead Generation
Teaching
Student Support
Research
Nanotechnology
Business Analysis
Client Relations
Data Management
Technical Support
Chemistry

Career Highlights

Expert in financial planning and investment strategies
Proven track record in sales development and lead generation
Strong background in teaching and mentoring students

Work Experience

Qualia

Sales Development Representative (11 mos)

Transamerica Financial Advisors, Inc.

Investment Advisor Representative (4 yrs 9 mos)

Saoradh Enterprise Partners

Business Analyst Intern (6 mos)

University of Colorado Boulder

Teacher Assistant (9 mos)

Nanomaterials Undergraduate Researcher (1 yr 4 mos)

National Snow and Ice Data Center (NSIDC)

Data Analysis Intern (11 mos)

University of Colorado Boulder

Carbon Dioxide Reduction Researcher (2 mos)

Education

B.S in Chemical Engineering at University of Colorado Boulder

High School Diploma at Cherry Creek High School

Omkar Shinde

Business Development Executive

Denver, Colorado, United States6 yrs 5 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in financial planning and investment strategies
Proven track record in sales development and lead generation
Strong background in teaching and mentoring students

Stackforce AI infers this person is a Financial Services professional with a strong analytical and educational background.

Contact

Skills

Core Skills

Financial PlanningInvestment StrategySales StrategyLead GenerationTeachingStudent SupportResearchNanotechnologyBusiness AnalysisClient RelationsData ManagementTechnical SupportChemistry

Other Skills

Portfolio PlanningBudget CreationCollege FundingDebt ReductionRetirement PlanningProper ProtectionTax EfficiencyInvestment AllocationSales DevelopmentMarket ResearchSalesforceSalesloftMentoringPublic SpeakingLeadership

About

Experience

6 yrs 5 mos

Total Experience

1 yr 8 mos

Average Tenure

4 yrs 9 mos

Current Experience

Qualia

Sales Development Representative

Oct 2021 – Sep 2022 · 11 mos · Austin, Texas, United States

Made 50+ calls per day into existing account base based on marketing campaigns
Generated quality intro calls between our prospects and Account Executives that drove additional revenue growth.
Researched accounts, identified key contacts, built interest, and understood vendor approval processes
Managed and maintained up to date contacts, opportunities, and account information within Salesforce.
Leveraged Salesloft to run targeted cadences with proficiency.
Consistently hit (and exceeded) quota month to month which led to being recognized as the top SDR for Q2 2022.

Sales DevelopmentMarket ResearchSalesforceSalesloftSales StrategyLead Generation

Transamerica financial advisors, inc.

Investment Advisor Representative

Aug 2021 – Present · 4 yrs 9 mos · Austin, Texas, United States

Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC, and federally Registered Investment Advisor. 3225825
Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professionals regarding their particular situation and the concepts presented herein.

Portfolio PlanningBudget CreationCollege FundingDebt ReductionRetirement PlanningProper Protection+4

Saoradh enterprise partners

Business Analyst Intern

Sep 2020 – Mar 2021 · 6 mos · Boulder, Colorado, United States

Conduct market, technology and industry research, using Wellspring and Pitchbook, to support client projects, evaluate investment opportunities and support portfolio companies.
Involved in finding, organizing and presenting data, using PowerPoint, gathered during the research process.
One on one meetings and presentations with portfolio companies to develop interpersonal and trustworthy relationships.

Market ResearchData PresentationPowerPointBusiness AnalysisClient Relations

University of colorado boulder

2 roles

Teacher Assistant

Aug 2020 – May 2021 · 9 mos

Mentors students, conducts office hours and review sessions
Attends multiple class lectures per week and communicating with students about computing questions pertaining to Excel and MATLAB.
Providing Materials design, structure, and exam help to ~150 Junior chemical engineers
Strong public speaking and leadership skills.

MentoringPublic SpeakingLeadershipTeachingStudent Support

Nanomaterials Undergraduate Researcher

Jan 2020 – May 2021 · 1 yr 4 mos

Investigate the assembly of nanostructured materials at length scales of 1nm to 1000nm using computational simulations.
Develop, validate and apply atomistic potentials of oxides, metals and polymers to solve challenges in soft matter.

Computational SimulationsMaterial ScienceResearchNanotechnology

National snow and ice data center (nsidc)

Data Analysis Intern

Sep 2019 – Aug 2020 · 11 mos

Utilizing Python and/or MATLAB for efficient data transfer from enormous satellite data into simple and useful spreadsheets.
Utilizing SQL for efficient database analysis.
Record Videos and utilize Camtasia to edit videos and audios for scientist ti upload onto Coursera for educational purposes.
Implementing a ticket system using Jira and Confluence to streamline and smoothen tasks for management.
Worked with internal users to understand grant requirements and implement processes that meet those needs by writing technical documentation, providing on-site help and developing different methodologies for collecting samples.

Data AnalysisPythonMATLABSQLTechnical DocumentationData Management+1

University of colorado boulder

Carbon Dioxide Reduction Researcher

Jun 2015 – Aug 2015 · 2 mos · Boulder, CO

Performed quantum chemical calculations to examine the catalytic cycle of cobalt cyclam-catalyzed reductions of CO2.
Examined the stability of spin states of various cobalt complexes, computed their proton association constants and reduction potentials and their effect on CO2 emissions.
Examined various papers from JACS (Journal of American Chemical Society) to study the viability of the catalytic cycle previously proposed by researchers.

Quantum Chemical CalculationsResearchChemistry