Eliana Estrada
Littleton,CO
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
12
12
years of professional experience
Work History
Financial Consultant
Primerica Financial Services
01.2018 - Current
- Assisted clients in refinancing a mortgage or consolidating a current mortgage loan and advised clients in assessing their need for life insurance.
Line Manager
Target
09.2012 - 03.2016
- Supervised 22 cashiers and front-end associates, wrote schedules, disciplinary action notices, and performance appraisals
- Managed change drawer and money exchanges; occasionally served as manager on duty for entire store.
Flower Design Teacher
Mr. K's Floral Design of Denver
08.2012 - 09.2013
- Taught flower design, supervised 5 florists, made floral arrangements for big events like weddings, sent them to customers, and restocked flowers.
Education
BA - Accounting
CSU-Pueblo
Pueblo, CO06.2019
AA -
Arapahoe Community College
Littleton, CO06.2017
High School Diploma -
East High School
Denver, CO01.2013
Skills
- Word processing
- Computer Proficient
- PowerPoint
- Excel
- Type 40 wpm
- Databases
- Spreadsheets
- Composed
- Leader and Supervisor
Awards
- Named Line Manager of the Month at Target, 08/2014 and 09/2015
- Obtained a Certificate in Entry Level Accounting, June 2016
- Chair of Accounting Society, Spring and fall 2017
- Dean’s Honor List, Fall 2018
- Financial advisor training completed through Primerica (May 2018)
- Webmaster for M.E.Ch.A, Spring 2019
Timeline
Financial Consultant
Primerica Financial Services
01.2018 - Current
Line Manager
Target
09.2012 - 03.2016
Flower Design Teacher
Mr. K's Floral Design of Denver
08.2012 - 09.2013
BA - Accounting
CSU-Pueblo
AA -
Arapahoe Community College
High School Diploma -
East High School
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