
Transitioning from a successful career as an English educator, I am now eager to bring my passion for financial services to the forefront. With a robust foundation in communication, problem-solving, and organizational skills, I am committed to continuous learning and improvement. Currently pursuing certification in paraplanning, I aspire to advance my expertise and carve out a future career as a paraplanner, eventually progressing to a financial planner role.
Combining my pedagogical proficiency with a growing interest in financial acumen, my goal is to offer a client-centric approach and provide valuable insights within the financial industry. I boast a strong track record of leading high-performance teams to meet or exceed objectives. Known for my dedication and hardworking nature, I possess an internal drive for excellence. Additionally, my background in training and team development positions me as a tactical team builder within the financial services realm.
RO1 - Complete Feb 2024
RO3-Complete April 2024
RO2- Complete May 2024
RO4- Complete July 2024
References available on request