Financial and Insurance Administration Manager @ Provide Administration and Support for a Life Insurance Company. From February 2015 to Present (11 months) Agency Owner @ I have more than 20 years experiences working either in banking or financial industry. But the last few months, I have been very exciting to set up my new career by starting
Financial and Insurance Administration Manager @ Provide Administration and Support for a Life Insurance Company. From February 2015 to Present (11 months) Agency Owner @ I have more than 20 years experiences working either in banking or financial industry. But the last few months, I have been very exciting to set up my new career by starting to build my own company. Since, my goal is to help people in their financial, retirement, insurance and tax planning. I decided to become an independent insurance agent where I am able to offer variety products and services from 26 different insurance providers.Therefore, I am able to offer a very competitive premium and search for the best insurance coverage for my clients. From June 2012 to March 2014 (1 year 10 months) REGISTERED REPRESENTATIVE @ Partnering with Top Producer at Met life that almost retired.
Provide Estate Planning Seminar and Analysis for Affluent client and retire client.
Prospecting to Business Owner
Continually doing and participate in Networking Event. From May 2010 to October 2011 (1 year 6 months) FINANCIAL PROFESSIONAL - AXA Advisors @ Target Prospective Clients and Market AXA's products to retire or pre-retire clients.
Evaluate client's Financial Situation and identify investment objectives through comprehensive and customized financial planning process.
Recommend appropriate solutions and monitor client's portfolios for any economic changes and adjustments in client's needs and objectives.
Continually improve marketing and financial planning skills.
Provide personal client services and support. From July 2008 to April 2010 (1 year 10 months) Registered Representative @ From July 2008 to March 2010 (1 year 9 months) REGISTERED REPRESENTATIVE @ Maintain and provide excellent service for Trilogy's Clients.
Always seek for new leads from personal relationship, referrals, trade show, or net working.
Provide a financial analysis for individual or Business Owner.
Customize recommendation on financial planning process that is suitable for each individual client. From December 2006 to June 2008 (1 year 7 months) MORTGAGE PROCESSOR @ Collect document from Branches to be ready for Underwriting.
Make sure all the documents are correct and in order.
Order Flood, Fire, Mortgage Insurance, credit report etc.
Contact client for missing information. From April 2005 to August 2006 (1 year 5 months) SHOP MANAGER @ Start up and set up new retail shop in Orange County.
Import Products from South East Asia.
Find store locations.
Hire employees From January 2002 to March 2005 (3 years 3 months)
Diploma Certificate, Hotel/Motel Administration/Management @ Management College of San Francisco From 1994 to 1995 BA, Banking Finance, 3.2 @ Cal State Fullerton From 1986 to 1990 B.A, Business Administration; Banking Finance @ California State University From 1986 to 1990 Celina Sadeli is skilled in: Strategic Financial Planning, Insurance, Banking, Portfolio Management, Investments, Financial Analysis, Underwriting, Risk Management, Financial Services, Retirement Planning, Finance, Credit
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