Sara Gabriella Winters

Driven by a results-focused approach, I leveraged my expertise in Quickbooks and ethical behavior at WFG to enhance client financial literacy and portfolio performance. My background spans from meticulous bookkeeping at Llevame A Canada to boosting customer satisfaction and sales at Suzy Shier, demonstrating a blend of hard and soft skills that drive success. Motivated Suzy Shier with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.