Great knowledge of software and internet
FRANCISCO SANTIAGO
Personal Adviser
Tarpon Springs,FL
Summary
Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices.
Overview
3
3
years of professional experience
1
1
Certification
1
1
Language
Work History
PERSONAL ADVISER
LET'S BEACON INC
Tarpon Springs, FL
11.2019 - Current
- Produced detailed reports outlining key issues and proposed solutions.
- Planned, developed and implemented strategies to convey information with key decision makers.
- Applied superior negotiation, communication and conflict management skills to facilitate effective discussions.
- Anticipated responses and prepared clear and articulate answers.
Software
Certification
Natary
Interests
In learning, in understanding the American business culture, because even working in an American company, I would like to expand my knowledge and language
Timeline
Natary
07-2022
PERSONAL ADVISER
LET'S BEACON INC
11.2019 - Current