Ritesh Mishra
Gilbert
Summary
Financial planning professional with strong foundation in investment strategies, retirement planning, and risk management. Known for delivering results through collaborative team efforts, adaptable to changing needs, and reliable in high-stakes environments. Skills include financial analysis, portfolio management, and client relationship building, underpinned by strategic approach and strong ethical standards. Ready to make significant impact by aligning financial solutions with clients' long-term goals.
Overview
4
4
years of professional experience
Work History
Shift Leader
Rubio's Coastal Grill
07.2021 - Current
- Supervised daily operations to ensure high-quality service and efficiency.
- Trained and mentored new team members on company standards and procedures.
- Coordinated shift schedules to optimize staffing levels during peak hours.
- Monitored inventory levels and ensured timely replenishment of supplies.
- Oversaw daily cash handling procedures, maintaining accurate records and minimizing discrepancies.
Education
BBA - Financial Planning
Arizona State University
Tempe, AZ12-2025
No Degree - Financial Planning
Maricopa Community Colleges, Chandler-Gilbert Community College
Chandler, AZ06-2021
Skills
- Leadership qualities
- Teamwork orientation
- Client relationship development
- Cash flow management
- Insurance planning
- Strategic financial planning
- Retirement planning
- Investment advising
- Portfolio management
Timeline
Shift Leader
Rubio's Coastal Grill
07.2021 - Current
BBA - Financial Planning
Arizona State University
No Degree - Financial Planning
Maricopa Community Colleges, Chandler-Gilbert Community College