Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Vanessa Cuellar

Houston

Summary

Dynamic Financial Advisor with a proven track record at Northwestern Mutual, excelling in relationship building and financial forecasting. Expert in risk assessment, I successfully educated clients on tailored investment opportunities, fostering trust and loyalty. Additionally, my analytical thinking enhances process improvement, ensuring optimal client satisfaction and long-term account retention.

Overview

1
1
Certification

Work History

Financial Advisor

Northwestern Mutual
06.2022 - 2025
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

IT Technician

Houston Christian University
08.2019 - 2022
  • Provided remote technical support, resolving issues quickly without requiring onsite visits whenever possible.
  • Enhanced user experience with thorough troubleshooting and resolution of hardware and software problems.

Education

BBA - Finance

Houston Christian University
Houston

Skills

  • Relationship building and management
  • Analytical thinking
  • Financial forecasting
  • Risk assessment
  • Process improvement

Certification

  • SIE, Series 6, Series 63 License - 2023

Timeline

Financial Advisor

Northwestern Mutual
06.2022 - 2025

IT Technician

Houston Christian University
08.2019 - 2022

BBA - Finance

Houston Christian University

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