Shreya S.
About Shreya S.
Shreya S. is a Marketing Director at Transamerica, where she focuses on enhancing financial literacy and developing personalized financial strategies for clients. She has a background in economics and experience in both financial services and retail.
Work at Transamerica
Currently serving as Marketing Director at Transamerica since 2022, Shreya S. operates remotely from Winnipeg, Manitoba, Canada. In this role, she focuses on developing personalized financial strategies for clients by leveraging a network of over 50 companies. Shreya aims to enhance financial literacy across North America by expanding a team of financial brokers. Her work addresses the financial literacy gap that affects a significant percentage of Canadians by retirement age.
Previous Experience at University of Manitoba
Shreya S. worked as an Office Assistant at the University of Manitoba from 2021 to 2022. During her one-year tenure, she gained valuable experience in administrative support and operations within an educational environment. This role contributed to her professional development and prepared her for future positions in the financial sector.
Background in Retail at Bath & Body Works
Before her roles in finance and marketing, Shreya S. was employed as a Sales Associate at Bath & Body Works from 2017 to 2021. Over the course of four years, she developed skills in customer service and sales, which provided her with a strong foundation for her subsequent career in financial services.
Education and Expertise
Shreya S. holds a Bachelor of Arts in Economics from the University of Manitoba, where she studied from 2017 to 2022. Her academic background in economics equips her with the analytical skills necessary for developing financial strategies and understanding market dynamics. This education supports her current focus on financial literacy and personalized financial planning.
Financial Literacy Initiatives
Shreya S. is dedicated to addressing the financial literacy gap that affects 91% of Canadians by retirement age. She provides free financial analysis to individuals seeking to improve their financial situations. Utilizing a consultative process, she gathers detailed client information to create tailored financial plans, demonstrating her commitment to enhancing financial understanding among clients.