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Financial Literacy Coordinator - RHY

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Multitasking professional authorized to work in the US, specializing in health insurance benefits determination for patients. Proven track record as a Financial Counselor, facilitating effective communication between patients and healthcare providers. Expertise in analyzing complex financial data and creating tailored financial plans, resulting in reduced debt and increased savings for clients. Strong problem-solving abilities contribute to significant fiscal optimization for diverse clientele.

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Seeking to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

At AIA (Thailand) CO. LTD, I excelled as a Financial Advisor, leveraging my expertise in investment planning and exceptional relationship-building skills to enhance client satisfaction and portfolio performance. I pioneered retirement planning services, significantly boosting referral business through strategic financial advising and personalized client education. My mentorship of junior advisors underscored my commitment to team growth and client success.
Diligent BROKER with robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning.
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.
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

J'enverrai mon CV en français sur demande et avec plaisir
-In addition to those skills and abilities highlighted in my resume, I have always received excellent job ratings on my reliability, dependability, the quality of work produced, and my ability to meet all established production goals. I have also received high commendations on my ability to work independently or as a fully enthusiastic team member.
-Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Olivia Martuscello

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Financial Literacy Counselor

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High School Diploma -

Bachelor of Business - Marketing

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Financial Literacy Counselor

Bachelor of Business - Marketing

High School Diploma -

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