Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Rupinder Dhaliwal

Auckland

Summary

Experienced in portfolio management, financial analysis, and client advisory services. Leveraging comprehensive knowledge of investment strategies to optimize client portfolios and cultivate lasting relationships. Proven track record of delivering personalized financial solutions and consistently ensuring high client satisfaction.

Overview

6
6
years of professional experience

Work History

Investment Manager

Family And Relatives
11.2022 - Current
  • Investing in equities from New Zealand, India,Canada, USA and exploring Australia
  • Conducted due diligence on potential investments, analyzing market trends and company fundamentals.
  • Optimized portfolio performance through continuous monitoring and timely adjustments to asset allocations.
  • Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
  • Monitored, managed and developed investment portfolios.
  • Handled financial transactions worth over $200000
  • Advised clients on tax-efficient investing strategies that maximized after-tax returns while adhering to compliance regulations.

Head Chef

Duo Eatery
02.2023 - Current
  • Company Overview: (One Hat-2024)
  • Carefully designing the menu to cater customers struggling from recession
  • Placed orders to restock items before supplies ran out.
  • Managed food costs effectively with careful menu planning, accurate portion control, and utilization of seasonal ingredients.
  • Inventoried food, ingredient, and supply stock to prepare and plan vendor orders.
  • Discussed new ideas with owners to increase sales

Sous Chef

Fabric Cafe Bistro
04.2021 - 02.2023
  • Company Overview: (Top 10 all day eatery Auckland)
  • Trained kitchen staff to perform various preparation tasks under pressure.
  • Planned and directed high-volume food preparation in fast-paced environment.
  • Managed inventory levels effectively, resulting in reduced food waste and cost savings for the establishment.

Commis Chef

Mexico
04.2019 - 11.2020
  • Worked on pans, grill, and deep fryer
  • Mostly worked with the head chef that helped me to gain all the basics
  • Identified ingredients needed for recipes and set up workstations for all the sections
  • Observed food safety and sanitation protocols to reduce germ spread
  • Prepared variety of foods according to exact instructions and recipe specifications

Education

Diploma in Culinary Arts Level-5 -

NSIA

Certificate in cookery level -4 -

NSIA

Bachelor of Computer Applications - Computer And Information Systems

SD College Barnala
Barnala
03-2016

Skills

  • Innovative Problem Solving
  • Liquidity Management
  • Retirement Financial Planning
  • Financial Portfolio Management

Interests

  • Exploring famous landmarks, historical sites, and cultural attractions in a new destination
  • Documenting and sharing travel experiences
  • Reading books about the famous investors

Timeline

Head Chef

Duo Eatery
02.2023 - Current

Investment Manager

Family And Relatives
11.2022 - Current

Sous Chef

Fabric Cafe Bistro
04.2021 - 02.2023

Commis Chef

Mexico
04.2019 - 11.2020

Certificate in cookery level -4 -

NSIA

Diploma in Culinary Arts Level-5 -

NSIA

Bachelor of Computer Applications - Computer And Information Systems

SD College Barnala
Rupinder Dhaliwal