Team Lead

I have over 7 years of experience as a Financial Advisor, providing clients with personalized financial planning and insurance solutions. I build strong client relationships, assess financial needs, and recommend strategies to help individuals and families achieve their financial goals while delivering exceptional customer service.

I have over 9 years of experience in training and learning & development, specializing in new hire onboarding, product and process training, communication skills, and continuous skill development. I have a strong background in adult learning principles and scenario-based training, designing and facilitating engaging, learner-centered sessions that promote knowledge retention and practical application. My experience also includes coaching, performance improvement, training needs analysis, and developing learning materials that support employee growth and business objectives.

I currently lead a team of 19 Executive Assistants, overseeing daily operations and ensuring consistent performance and service quality. My responsibilities include conducting daily and weekly check-ins, identifying performance gaps, creating and monitoring action plans, and providing ongoing coaching to support professional growth. I also work closely with clients to gather feedback, address concerns, mediate performance gaps, and implement process improvements that enhance both client satisfaction and team effectiveness. I am committed to fostering a culture of continuous improvement by reinforcing best practices and refining workflows based on feedback and results.

I have 3 years of experience as a Virtual Assistant, providing comprehensive administrative support to executives through calendar and email management, meeting coordination, document preparation, research, and process organization. My strong organizational skills, attention to detail, and ability to manage multiple priorities contributed to my promotion to Team Lead, where I now oversee a team while continuing to drive operational excellence.

I have extensive experience in marketing and client outreach, utilizing multiple channels including in-person networking, phone calls, emails, messaging platforms, and social media. Through targeted outreach and relationship-building, I have successfully generated leads, nurtured client relationships, and promoted financial products and services while delivering a personalized customer experience.

I am proficient in a variety of project management and collaboration tools, including ClickUp, Monday.com, Trello, and Notion. I use these platforms to manage tasks, track project progress, streamline workflows, collaborate with cross-functional teams, and ensure projects are completed efficiently and on schedule.