Carla Caprietta
Bowmanville,ON
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Financial Professional
Self-employment
01.2022 - Current
- Life Insurance/Seg funds
Special Needs Assistant
Private Contract
01.2017 - 01.2018
- Escorted/Accommodated Autistic Young female client to: Library, Gym, Swimming, Ice skating, Horseback riding and Shopping
- Monitored mood and calmed outbursts.
Course Instructor
St. Martinus University School of Medicine
07.2014 - 06.2016
- Lectured Pre-med students General Biology and Systemic Biology
- Instructed and graded students on writing Scientific papers
- Prepared and Invigilated and Graded, Quizzes, Tests, and Final exams
- Distributed exam-breakdown of achievement.
Medical Lab Assistant
CML Healthcare Inc
01.2003 - 01.2013
- Performed Phlebotomy, ECGs and Specimen Handling
- Basic daily accounting duties
- Assisted in training new employees and students
- Developed skills in accommodating difficult patients.
Chiropractic Assistant
QueensMed Chiropractic Clinic
01.1994 - 01.1996
- Patient care: Greeted Patients, Escorted to rooms, Booked appointments, Patient follow-up
- Other office duties: New Patient enrolment, Insurance billing coordination and file maintenance, Office billing, banking, order of supplies and general reception duties.
Education
Bachelor's Degree - Biological Science
Ontario Technical Institute
Oshawa, ON12.2013
Skills
- Microsoft Office
- Medical Terminology
- Phlebotomy
- ECG Tech
- Word Processing
- Teaching
- Client Services/Clerical
- Mentoring
- Insurance Decisions
- Investment Planning
Certification
- Medical Laboratory Technician, Ontario Technical Institute
- Mentorship Certification, Ontario Technical Institute, 2010-01-01
Additional Information
- Highlights of qualifications
- Pre-med Course Instructor of Human Biology and Systemic Biology. Trained Medical Students in writing scientific papers. Excellent computer knowledge and skills. Employee and student training, conflict resolution, effective listening skills, excellent communicative skills. Empathetic. Excellent computer knowledge and skills. Public Speaking, Singing, Mentor.
Languages
English
Native or Bilingual
Timeline
Financial Professional
Self-employment
01.2022 - Current
Special Needs Assistant
Private Contract
01.2017 - 01.2018
Course Instructor
St. Martinus University School of Medicine
07.2014 - 06.2016
Medical Lab Assistant
CML Healthcare Inc
01.2003 - 01.2013
Chiropractic Assistant
QueensMed Chiropractic Clinic
01.1994 - 01.1996
Bachelor's Degree - Biological Science
Ontario Technical Institute
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