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Prashant Dhakal

Client Services Consultant

Wells Fargo

Technologies

My Portfolio Highlights

My New Course

Introduction to SQL

My New Course

Introduction to SQL

Analytical luminary, illuminating the path to data-driven enlightenment.

My Work

Take a look at my latest work.

course

Introduction to SQL

course

Introduction to SQL

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to SQL
Intermediate SQL
Joining Data in SQL
Data Manipulation in SQL

My Work Experience

Where I've interned and worked during my career.

Wells Fargo | Apr 2019 - May 2022

Client Services Consultant

Worked under Wealth and Investment Management (WIM) Trust Services Group to perform communications during Corporate action events such as IPO, Mergers, Dissolution/liquidation, Tender Offers, Proxy etc. for Wells Fargo Trust Clients. Communicated with clients and registered agents during various events such as Re-registration processing to establish strong relationship, verify correct information and initiate client/company requests. Performed account/relationship management, trade and cash processing and process creation and/or implementation. Applied critical thinking to solve complex inquiries to choose the correct course of action based on internal policy and processes. Worked with high volume assignments that were time sensitive and ensured that they met in accordance with the department's policies and procedures.
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Wells Fargo | Jan 2019 - Apr 2019

Security Operations Specialist 2

Worked under Trust Services Group with the Income and Security Movement Team for Closely Held Operations (CHOPS) team to perform money movement processes. Performed variety of additional operational tasks such as processing Tax documents and Financials of Wells Fargo Trust clients and processing complex cash related transactions. Communicated with clients and transfer agents during processing to establish and verify correct information through email and phone conversations.

Wells Fargo | May 2017 - Dec 2018

Financial Due Diligence Analyst

Conducted comprehensive research and background investigations on Wells Fargo customers using public and private databases in accordance with Anti-Money Laundering (AML), Bank Secrecy Act (BSA), USA Patriot Act, OFAC/PEP, World Check, Volcker, FINCEN and other regulatory standards to mitigate risks Reviewed and analyzed due diligence data from a variety of online resources such as LexisNexis and external vendors in order to detect fraud, adverse information, credit irregularities, civil litigation, criminal filings, and other investigation findings Worked on high volume assignments that were time sensitive and ensured that they met in accordance with the department's policies and procedures Applied critical thinking to investigate repeated issue cases to determine the correct course of action based on internal policy and processes Addressed questions and/or concerns from the Line of Business (LOB) via Skype and email Trained triage investigation process to a group of 10 consultants and coached them during the first two weeks of their employment Conducted spot checks on the work of 18 consultants to assure that the investigation qualities and KPIs were met

University of Minnesota-Twin Cities | Sep 2016 - Dec 2016

Student Researcher

Researched on the effect of lateral retention force of water drops placed on top and bottom of a rotating Plexiglas surface Conducted 142 trials with 5 different drop sizes and calculated the ratio of the retention forces on the top and bottom drops Observed consistently the research met high standards and presented progress reports to Physics faculty every 2 weeks Defended the research findings in a conference style talk Research Advisor: Dr. Dan Dahlberg

My Education

Take a look at my formal education

Master of Business Administration - MBA, Data AnalyticsAugsburg University | 2022
B.S. in PhysicsUniversity of Minnesota-Twin Cities | 2016
Budhanilkantha School

About Me

I am looking for a job in Data Analytics. I completed my MBA in Data Analytics from Augsburg College in 2022 and am actively seeking work opportunities in the field. I have skills in R, Python, Tableau and am currently learning SQL and Power BI.

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