Summary
Overview
Work History
Education
Skills
Timeline
Generic

Winnifred DeFeo

Summary

Resourceful vice president with several years of results-oriented experience in business intelligence and operations management. Culturally-sensitive and ethical professional with demonstrated success in developing and implementing optimized solutions. Versatile leader recognized for driving results in collaborative, inclusive manner.

Overview

30
30
years of professional experience
61
61
years of post-secondary education

Work History

Vice President

Self Employed Financial Services
Foxboro
03.1998 - Current
  • Developed comprehensive financial plans for diverse client portfolios.
  • Analyzed market trends to inform investment strategies and client recommendations.
  • Managed client relationships to ensure satisfaction and trust in services provided.

Social Worker

Department of Social Services
Brockton
06.1996 - 03.1998
  • Conducted assessments to determine client needs and eligibility for services.
  • Developed individualized service plans to address client challenges and goals.
  • Provided counseling and support to clients facing personal and social difficulties.

Education

Life Insurance License -

Primerica Financial Services
01.1997 - 03.2026

Series 6, 63 -

Primerica Financial Services
09.1997 - 03.2026

Bachelor of Science - Social Work

Bridgewater State College
Bridgewater, MA
09.1992 - 05.1996

Skills

  • Financial planning
  • Client relationship management
  • Social service coordination
  • Assessment techniques

Timeline

Vice President

Self Employed Financial Services
03.1998 - Current

Series 6, 63 -

Primerica Financial Services
09.1997 - 03.2026

Life Insurance License -

Primerica Financial Services
01.1997 - 03.2026

Social Worker

Department of Social Services
06.1996 - 03.1998

Bachelor of Science - Social Work

Bridgewater State College
09.1992 - 05.1996
Winnifred DeFeo