Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Loreen Saidali

Summary

Financial professional with commitment to high standards and delivering results. Extensive experience in managing diverse financial portfolios and providing tailored financial advice. Known for collaborative teamwork and flexibility in dynamic environments. Skilled in risk assessment, client relationship management, and strategic financial planning.

Overview

5
5
years of professional experience

Work History

Licensed Financial Specialist

Transamerica Life Insurance Company
01.2024 - Current
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Delivered strategic investment advice for individual and corporate clients.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Developed comprehensive financial plans for clients to help them reach their short-term and long-term financial goals.

Cleaner

Da Costa & Co. Cleaning Services
05.2023 - 08.2023
  • Enhanced workplace cleanliness by performing thorough daily cleaning tasks.
  • Developed strong relationships with clients through professionalism and consistent delivery of reliable services tailored to their specific needs.
  • Enhanced client satisfaction by delivering thorough and efficient cleaning services tailored to individual needs.
  • Retained long-term clients through dedicated commitment to delivering top-notch housecleaning services.

Sales Lead Keyholder

Pandora Jewelry
08.2021 - 04.2023
  • Consistently exceeded individual sales goals while contributing to the overall success of the team.
  • Maintained a clean and visually appealing store environment, enhancing customer experience and promoting return visits.
  • Utilized expert product knowledge to assist customers in making informed purchasing decisions.
  • Addressed and resolved customer concerns promptly, fostering trust, satisfaction and loyalty among clients.
  • Trained and mentored new employees.

Team Lead

McDonald's
02.2020 - 07.2022
  • Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Worked different stations to provide optimal coverage and meet production goals.
  • Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
  • Influenced positive change within the organization through strategic thinking, innovation, problem-solving abilities, and consistent leadership style.

Education

Bachelor of Arts - Forensic Psychology

Brock University
St. Catharines, ON

Skills

  • Customer focus
  • Coaching and mentoring
  • Attention to detail
  • Team collaboration
  • Efficient cleaning techniques
  • Physical stamina
  • Strong work ethic
  • Customer service
  • Cash handling accuracy
  • Training and mentoring

Languages

English
Native or Bilingual
kurdish
Full Professional

Timeline

Licensed Financial Specialist

Transamerica Life Insurance Company
01.2024 - Current

Cleaner

Da Costa & Co. Cleaning Services
05.2023 - 08.2023

Sales Lead Keyholder

Pandora Jewelry
08.2021 - 04.2023

Team Lead

McDonald's
02.2020 - 07.2022

Bachelor of Arts - Forensic Psychology

Brock University

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Loreen Saidali