Chloe Sermeno Email & Phone Number

Waterloo, On, Ca

Waterloo, Ontario, Canada

- Cultivate Owner interactions by providing them with a progressive and meaningful experience during transactional and appointment experiences- Identify opportunities where Owners an save money, time, and/or make money - Discuss and initiate products such as VISAs, ODP, and various accounts that make sense for Owners benefit - Proactive calls to Owners to alert them of any changes or offers suitable to their needs or current banking plan- Complete financial goal (prosperity plans) with owners to identify current must-tos and love-tos in their financial world and to understand their personal attributes and characteristics

Waterloo, Ontario, Canada

Personally shopped with clients to curate a wardrobe serving the purpose of self expression as well as enhancing confidence via having an elevated style.

San Francisco Bay Area

As a personal assistant, it was my role to oversee the daily lives of my clients. Various sales, management, inventory and logistics projects would be taken on, crafted and operated by me. Some tasks included:- Coordinating the schedules and making phone calls on behalf of my clients- Coordinating logistical operations of high value equipment - Taking inventory and cataloging rare art pieces and artifacts- Cataloging rare art pieces and creating a sale portfolio for dealers - Overseeing freelance crew work on sight

Kitchener, Ontario, Canada

At TD Canada trust, clients were put first and entrusted us with their everyday banking needs as well as complex problems encountered with their bank. My role at TD entailed serving clients and providing elevated advice when opportunities arose for clients to make the most of their banking. Some of the traits that the role entails:- Warmly welcoming all clients in branch and providing a welcoming positive attitude - Completing cash withdrawals, bill payments, cheque deposits, global/national money transfers, etc- Working with clients to curate a banking plan best suited to their needs as well as advising them regarding products which may enhance their current situation- Coordinating product cancellations-Submitting and following up with fraud investigations and working with clients to ensure their information is safeguarded

Remote

Engaging with kids via a remote platform to enhance their mathematics skills and work with them on complex mathematical problems they have trouble understanding. Kids grade 1 to grade 12 submitted questions and received guidance as to how to approach solving the given problem as well as problems of that type in general.

London, Ontario, Canada

Provided tours to prospective students and their parents of residences. Provided information and answered any questions regarding entering first year and transitioning into first year university.

Kitchener, Ontario, Canada

Oversaw and maintained gym operations as well as welcomed members into the club and served their requested needs.

Bachelor Of Science - Bs, Actuarial Science

Obtained Honours Bachelor of Science in Actuarial Science and Financial Math.

Bachelor Of Science - Bs, Actuarial Science

Completed years 1 and years 2 at the University of Western Ontario studying Actuarial Science as well as Applied Mathematics prior.