Image of Shaan Raja

Shaan Raja

Director of Business Development @ For All Markets - Marketing and Consulting

Vice President - Investments, Private Client Advisor at J.P. Morgan Chase Bank N.A.

Millbrae, California

Ranked #873 out of 17,460 for Director of Business Development in California

Section title

Shaan Raja's Email Addresses & Phone Numbers

Shaan Raja's Work Experience

For All Markets - Marketing and Consulting

Director of Business Development

July 2012 to September 2013

JPMorgan Chase Bank, N.A.

Vice President - Investments, Private Client Advisor.

Morgan Stanley

Financial Advisor

September 2013 to February 2016

Shaan Raja's Education

San Francisco State University

Bachelor's degree, Corporate Finance

2007 to 2010

Shaan Raja's Professional Skills Radar Chart

Based on our findings, Shaan Raja is ...

Consistent
Ambitious
Motivational

What's on Shaan Raja's mind?

Based on our findings, Shaan Raja is ...

57% Left Brained
43% Right Brained

Shaan Raja's Estimated Salary Range

About Shaan Raja's Current Company

For All Markets - Marketing and Consulting

Frequently Asked Questions about Shaan Raja

What company does Shaan Raja work for?

Shaan Raja works for For All Markets - Marketing and Consulting


What is Shaan Raja's role at For All Markets - Marketing and Consulting?

Shaan Raja is Director of Business Development


What is Shaan Raja's personal email address?

Shaan Raja's personal email address is s****[email protected]


What is Shaan Raja's business email address?

Shaan Raja's business email addresses are not available


What is Shaan Raja's Phone Number?

Shaan Raja's phone (213) ***-*253


What industry does Shaan Raja work in?

Shaan Raja works in the Financial Services industry.


About Shaan Raja

📖 Summary

Director of Business Development @ For All Markets - Marketing and Consulting From July 2012 to September 2013 (1 year 3 months) Vice President - Investments, Private Client Advisor. @ JPMorgan Chase Bank, N.A. Financial Advisor @ Morgan Stanley Shaan Raja is a Financial Advisor at Morgan Stanley. Shaan works with senior advisors at Morgan Stanley to help create financial plans and provides wealth advisory services. Shaan has experience and develops strategies with asset allocation, asset management, access to lending services, employee stock option plans, retirement planning, financial planning and estate planning strategies. Shaan spearheads families’ wealth plans and works in tune with client’s other trusted advisors such as attorneys, CPA’s and trustees. Shaan is involved with active portfolio management as part of his wealth advisory services. From September 2013 to February 2016 (2 years 6 months) Finance and Marketing Manager @ Elite MD • Financially managed 3 fully functioning medical offices with over 25 clinical and administrative professionals.• Optimized marketing budget of $30K per month to generate exposure in major media venues: Television, Radio, Print media and Online Marketing.• Implemented effective marketing campaigns including Groupon and Frequent Botox program, which resulted in a 15% increase in profit.• Generated international exposure for specialized GPS Liposuction treatment by successfully negotiating an appearance on Emmy award winning television show “The Doctors.” • Designed 2 medical offices from blueprint to project completion.• Launched a new division within the business to consult with medical professionals in the Cosmetic industry on effective marketing and technology strategies. From June 2010 to July 2012 (2 years 2 months) Personal Banking Officer @ Wells Fargo Bank • Surpassed quarterly sales goals: $50,000 in profit, $1 million in consumer lending, $1.5 million in business lending, and 400 core products.• Qualified sales leads, followed-up, cross-sold, and closed sales.• Trained, hired, and coached both new and existing employees to meet and exceed assigned goals.• Collaborated with internal partners to ensure highest profit return on customer funds. • Supervised daily operations and was acting branch manager during the absence of a manager.• Organized offsite sales presentations with partner companies. From April 2008 to May 2010 (2 years 2 months)


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In a nutshell

Shaan Raja's Personality Type

Extraversion (E), Intuition (N), Thinking (T), Judging (J)

Average Tenure

2 year(s), 0 month(s)

Shaan Raja's Willingness to Change Jobs

Unlikely

Likely

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