Current Employment Status:
Hired Full Time on Jan 17, 2026
I am a highly motivated and results-driven finance professional with eight years of proven success in the operation and insurance industries, I bring a wealth of experience, including five years specifically with European and US based companies. This international exposure has provided me with a strong understanding of diverse corporate environments and global business practices.
My four year experience as an Operations Manager at an investment and insurance firm in US provided me with a strong foundation in the multifaceted responsibilities essential for effectively supporting executive leadership. In that role, I honed my skills in administrative support, consistently managing schedules, prioritizing tasks, and ensuring timely follow-ups on critical projects and communications. I also developed expertise in data management, maintaining accurate records and analyzing trends to inform strategic decisions. Furthermore, I also give support to financial advisors by handling administrative and analytical tasks related to financial planning. I assist them in researching client needs, developing financial plans, preparing reports, and managing client communications, freeing up the financial advisor to focus on client relationships and business development.
I finished my Bachelor's degree in Business Administration major in Financial Management and I hold a Master’s degree in Business Administration where I graduated Cum Laude and was honored with the Best in Thesis award. I am also a Chartered Financial Analyst, a Certified Quickbooks ProAdvisor and a Licensed Financial Advisor that has provided me with a robust understanding in Business and Insurance. Additionally, I am proficient in utilizing a variety of CRM tools, including Quickmail, Slack, Docusign, Proposify, Wealthbox, Hubspot, Canva, QuickBooks, Stripe, Google Suite, Zoo
My goal is to make a significant contribution to a dynamic and forward-thinking company by applying my expertise to achieve its objectives and foster growth.
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: 6 months - 1 year
Experience: 6 months - 1 year
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