NANCY VARGAS
Selden ,NY
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
9
9
years of professional experience
Work History
Optical Technician
Desing for Vision
06.2023 - Current
- Aided clients in selection of flattering eyeglass frames appropriate for prescription and style preferences.
- Contributed to team success with strong collaboration skills, participating in staff meetings and offering support when needed.
- Delivered exceptional customer service by addressing concerns promptly and professionally, ensuring customer loyalty.
Financial Advisor
Davivienda Bank
10.2015 - 02.2023
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Delivered strategic investment advice for individual and corporate clients.
- Educated clients on potential risks and rewards associated with various investments.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Helped clients make informed decisions about financial future.
- Informed clients of strategies for reducing debt and maximizing savings.
- Presented financial plans and investment recommendations to clients.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Education
Marketing Enginner -
Piloto University of Colombia
Colombia 04.2012
Skills
- Excellent verbal and written communication
- Strong skills in identifying issues and finding effective solutions to resolve costumer concerns
- Ability to understand and relate to costumer emotion and perspective, making costumer valued
- Ability to collaborate with colleagues to improve the overall costumer experience
- Staying calm and composed, when dealing with frustrated or difficult costumers
Languages
Spanish
Native or Bilingual
Timeline
Optical Technician
Desing for Vision
06.2023 - Current
Financial Advisor
Davivienda Bank
10.2015 - 02.2023
Marketing Enginner -
Piloto University of Colombia
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