Aarsh Trivedi

Aarsh Trivedi has a work experience of holding various roles at different companies. From July 2019 to November 2019, they worked as an Investment Services Specialist at Edward Jones. Aarsh then transitioned into the role of Investment Services and Client Relations from November 2019 to July 2021.

In July 2021, Aarsh joined Connor, Clark & Lunn Financial Group (CC&L) as a Proposal Specialist, where they were responsible for handling and managing proposals. Aarsh later progressed to the role of Analyst, Proposals in January 2023, wherein they currently work. The exact end dates for their roles at CC&L are not specified.

Aarsh Trivedi pursued their education in a chronological manner. Aarsh started their academic journey in 2014 at the University of Florida, where they obtained a Bachelor's degree in Mathematics. After that, they attended the University of Waterloo from 2015 to 2019, where they completed a Bachelor of Arts in Honours Mathematics/Business Administration.

In addition to their formal education, Aarsh Trivedi also acquired several certifications. Aarsh obtained the CFA Level I certification from the CFA Institute in June 2019. Furthermore, they completed the Conduct and Practice Handbook Course from the Canadian Securities Institute (CSI) in October 2019 and the Canadian Securities Course in September 2019 from the same institution.

Aarsh Trivedi also obtained various other certifications related to their field. In November 2017, they completed the Bloomberg Analytics Certification from Prism Resources. Aarsh also obtained the Exam FM - Financial Mathematics certification from the Society of Actuaries in December 2017 and the Exam P - Probability certification from the same institution in July 2016. Additionally, they completed the Bloomberg Market Concepts certification from Bloomberg LP in October 2018.

Most recently, in August 2021, Aarsh Trivedi obtained the CFA Level II certification from the CFA Institute.