Overview
Looking for full-time work (8 hours/day)
at $8.00/hour ($1,408.00/month)
Bachelors degree
Last Active
April 30th, 2024 (yesterday)
Member Since
May 14th, 2019
Profile Description
With FINRA licenses (SIE, Series 7, and Series 63) and over six years of experience in sales, financial services, and wealth management, I'm now pursuing opportunities specifically in wealth management.
Top Skills
Professional Services » Management Services » Administrative Management
Experience: 2 - 5 years
Accounting » Financial Accounting » Financial Planning
Experience: Less than 6 months
I assist US financial advisors in their daily operations.
Customer Support » Customer Service
Experience: 2 - 5 years
My experience revolves around the financial services industry, where I handled brokerage and retirement accounts.
Other Skills
Customer Support
Experience: 2 - 5 years
Phone, chat, and email support.
Office and Administration » Data analysis
Experience: 6 months - 1 year
Data cleaning, Data Manipulation, and Data Modelling using MS Excel and SQL.
Office and Administration » Data analysis » Data Visualization
Experience: 6 months - 1 year
Tools I use : PowerBI, Tableau, MS Excel
Basic Information
- Age
- 28
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Taguig
- Tests Taken
- IQ
- Score: 125
- DISC
- Dominance: 35%
- Influence: 14%
- Steadiness: 9%
- Compliance: 42%
- Uploaded ID
- Sign Up with Pro Account to View
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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From Diagnosis to Dream Career: Ellaine’s Inspiring Story
Ellaine’s life took an unexpected turn at just 19, she was diagnosed with type one diabetes during her college years, studying speech pathology.
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