Danielle Bourgeois
Les Coteaux,QC
Summary
Dynamic and results-oriented professional with extensive experience at Sekure Payment Experts, adept in portfolio management and customer service. Excelled in providing customized financial solutions, significantly enhancing client satisfaction. Skilled in mentoring and fostering professional growth, demonstrating exceptional problem-solving abilities and a commitment to excellence.
Overview
17
17
years of professional experience
Work History
Financial Consultant
Sekure Payment Experts
07.2017 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Mentored junior colleagues in complex analysis techniques, fostering a collaborative work environment that encouraged professional growth.
- Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Built strong relationships with clients through consistent communication and exceptional customer service.
Registered Nurse Assistant /Elderly Caregiver
Elite Comfort Health Care
09.2014 - 07.2017
- Facilitated efficient communication between patients and healthcare providers by accurately documenting information during rounds or consultations.
- Provided emotional support to patients facing challenging medical situations while maintaining professional boundaries.
- Replaced bandages, dressings, and binders to care for wounds.
- Entrusted to handle confidential and sensitive situations in professional matter.
- Recorded patients' pulse, blood pressure and respirations (TPRs) to assess and document important health information.
- Monitored vital signs and reported changes to healthcare professionals, ensuring prompt medical attention.
- Maintained clean and safe living environments, significantly reducing risk of falls and infections.
Laboratoire Medicale St. Charles
Medical Assistant / Secretary
07.2007 - 09.2011
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Adaptable and proficient in learning new concepts quickly and efficiently.
Education
Diplome D'etudes Professionnelles - Registered Nurse Assistant
West Island Career Center
Pierrefonds, QC06-2013
Skills
- Fundamental analysis
- Portfolio management
- Technical analysis
- Financial services
- Customer service
- Problem-solving
Languages
English
Native or Bilingual
Timeline
Financial Consultant
Sekure Payment Experts
07.2017 - Current
Registered Nurse Assistant /Elderly Caregiver
Elite Comfort Health Care
09.2014 - 07.2017
Laboratoire Medicale St. Charles
Medical Assistant / Secretary
07.2007 - 09.2011
Diplome D'etudes Professionnelles - Registered Nurse Assistant
West Island Career Center
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