Chie Garcia Email & Phone Number

Richmond, British Columbia, Canada

• Conduct advisor and MGA reviews

Richmond, British Columbia, Canada

• Technical expertise on products and solutions, delivery of product training, illustrations, Fast and Full, and promotional and marketing support

Richmond, Bc

• Support life and investment account executives in Vancouver Island/Northern BC, Saskatchewan, and Manitoba• Provide reports on the insurance and seg.funds/mutual fund sales in the territories mentioned above• Event planning

Wfg New Westminster Office

• Coordinating and monitoring licensing, compliance, administration and new advisor registration• Supervision of advisors in assigned branches • Ensuring and communicating compliance policies and procedures • Reviewing daily trade blotters• Approving account updates and new transactions • Key point of contact for the advisors regarding communications from Head Office • Reviewing and following up on all audits to ensure compliance and attention to deficiencies• Coordinating with the product providers to schedule training dates

Wfg New Westminster Office

Offered administrative support to Maria Victoria Escobedo. Some of the duties are, as follows: • Contact the clients for appointments and annual reviews • Provide reports for the clients’ insurance and investment accounts• Communicate directly with insurance and investment companies• Maintain electronic and paper files • Prepare documents needed for internal (WFG) and external (regulatory bodies) audits• Events and convention planning• Travel arrangements, such as flights and hotel accommodation

Education record

Education record

Completed LLQP, CIFC, and Branch Manager Course