Sofia Bueno

I am enthusiastic, professional, loyal, and hard-working. I can easily adapt to what is happening and know what solution to imply. I believe that my personality will be a valuable asset to an employer, not least because of my commitment to my work, my readiness to go above and beyond what is expected of me, and my desire to learn and acquire new skills. I want to be in a fast-paced environment where I will be able to make a meaningful contribution to the business.

Financial Advisor Intern

Red Lion Summit Life Insurance Agency Inc. | Jan 2022-Apr 2022

• Source for prospects that are in need of Financial Planning assistance
• Conduct a Financial Planning presentation and confirm with the Hiring Manager that the client has decided to begin a savings plan package with Pru Life UK
• From Monday to Saturday, consistently endorse appointments
• Provide input to the hiring manager on how the program can be improved

Bachelor of Science in Business Administration major in Financial Management,

National College of Business and Arts, 2022

Accountancy, Business and Management,

Mystical Rose School Of Caloocan Inc., 2018