Prashant Upadhyay
About Prashant Upadhyay
Prashant Upadhyay is an RESP Specialist at Wealthsimple with extensive experience in financial services and banking, having held various roles at multiple institutions including Andhra Bank and ICICI Bank.
Current Role at Wealthsimple
Prashant Upadhyay currently works as an RESP Specialist at Wealthsimple. He has been in this position since 2021, operating remotely. In his role, Prashant acts as a subject matter expert for RESP account inquiries and communicates requirements to internal teams like Engineering and Client Success. He ensures compliance with regulations from bodies like IIROC and ESDC and provides functional expertise on RESPs, including monthly reporting. He demonstrates proficiency in Excel and database querying tools such as SQL and consistently meets productivity goals with minimal error while reviewing client documents and transactions.
Previous Experience at Leede Jones Gable Inc.
In 2021, Prashant Upadhyay worked at Leede Jones Gable Inc. as a Registered Plans Administrator for RDSP and RESP. He held this position for six months and was based in Vancouver, Canada. His work involved managing registered plans and ensuring compliance with relevant financial regulations.
Registered Plan Administrator Role at Aviso Wealth
From 2019 to 2021, Prashant Upadhyay served as a Registered Plan Administrator at Aviso Wealth in Vancouver, Canada. During this two-year period, he was responsible for administering various registered plans, ensuring regulatory compliance, and providing expertise on financial products and services.
Positions at Andhra Bank
Prashant Upadhyay has held multiple positions at Andhra Bank. As a Financial Analyst Grade-II in the Chandigarh Area from 2018 to 2019, he analyzed financial data and provided insights. From 2015 to 2018, he worked as a Branch Manager in Wadi, Nagpur, overseeing branch operations. Earlier, he was a Financial Credit Analyst in Solapur Area, India from 2014 to 2015, and an Assistant Manager in Gwalior, Madhya Pradesh from 2013 to 2014, managing financial assessments and credit operations.
Educational Background
Prashant Upadhyay studied at Kanpur University and earned a Bachelor of Commerce (B.Com.) in Business/Commerce, General from 2008 to 2011. He achieved a Post Graduate Diploma in Banking Operation from the Institute of Finance, Banking, and Insurance, where he studied Banking and Financial Support Services from 2012 to 2013. In 2014, he attained the Junior Associate of the Indian Institute of Bankers designation while studying Banking and Financial Support Services at the Indian Institute of Banking and Finance.