Simran Kashyap
About Simran Kashyap
Simran Kashyap is a Product Specialist at Wealthsimple in Toronto, Ontario, Canada, with a background in client experience and managed investing.
Company
Simran Kashyap is currently employed at Wealthsimple, a leading financial technology company based in Toronto, Ontario, Canada. Wealthsimple offers a range of financial services including managed investing, savings, and a trading platform aimed at making investing more accessible.
Title
Simran Kashyap serves as a Product Specialist in the Account Opening, Unified Product & Tiers division at Wealthsimple. This role involves managing the account opening process and ensuring the product lineup is well-integrated and tiered to meet diverse customer needs.
Education and Expertise
Simran Kashyap holds a Bachelor of Arts in Economics and Politics from the University of Pennsylvania, completed in a span of four years from 2015 to 2019. Additionally, Simran has a Certificate in Data Analytics from BrainStation earned in 2019. An academic highlight includes participating in a Summer Abroad Program in France, in Tours, as part of studies at the University of Pennsylvania in 2016.
Background
Simran Kashyap has a diverse background with experience in both product and client experience roles. In addition to current responsibilities, Simran has held positions at Wealthsimple as a Product Specialist in Managed Investing and a Senior Associate in Client Experience. Early career experiences include a Business Development Internship at Sharebite in Greater New York City Area.
Achievements
Simran Kashyap's career achievements reflect a focused trajectory in the finance and technology sectors. Securing progressively responsible roles at Wealthsimple, from Senior Associate in Client Experience to current Product Specialist, highlights a continued commitment to growth and expertise in financial product management.