Hi, I’m
Lina Logreira
Financial Educator
Fort Lauderdale,United States
Summary
Dedicated Financial Solutions Advisor with more than 12 years of experience in all areas of finance and investment sales. Hands-on leader with strong business acumen and analytical mindset. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate job seeker with strong organizational skills eager to secure Wealth Management position. Ready to help team exceed company goals.
Overview
11
years of professional experience
1
Certification
Work History
World Financial Group Wfg, Hollywood, FL
Senior Marketing Director
04.2019 - Current
Job overview
- Enhanced client retention through consistent communication, relationship building, and tailored financial advice.
- Collaborated with cross-functional teams to develop comprehensive financial solutions for complex client needs.
- Expanded customer base by actively prospecting and networking within the local business community.
- Conducted educational seminars for prospective clients as part of ongoing community outreach efforts, generating new leads and fostering goodwill.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
BVN Telecom Group
Administrative Assistant
2013.02 - 2019.02 (6 years)
Job overview
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Education
Florida International University , Miami, FL
Master of Science from International Business Management
05.2012
Universidad Del Norte , Barranquilla, Colombia
Bachelor of Science from Business Administration
05.1998
Skills
- Financial Planning
- Client acquisition
- Financial product knowledge
- Business Networking
- Goals and performance
- Interpersonal and written communication
Certification
- Life and Variable Annuities License - 2-14
- Investment Company / Variable Contract Products Limited Representative License - Series 6
Languages
Spanish
Native or Bilingual
Timeline
Senior Marketing Director
World Financial Group Wfg
04.2019 - Current
Administrative Assistant
BVN Telecom Group
2013.02 - 2019.02 (6 years)
Florida International University
Master of Science from International Business Management
Universidad Del Norte
Bachelor of Science from Business Administration
- Life and Variable Annuities License - 2-14
- Investment Company / Variable Contract Products Limited Representative License - Series 6
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