Financial Advisor, Coach And Facilitator
CurrentDemonstrate profound knowledge of accounting and financial topics by teaching basic financial workshops to Hispanics and their families in a classroom environment, fostering their financial security and improve their standard of living. Participate in ongoing staff training in order to provide clients with better learning experience. • Educated individuals, families, teens and children in Spanish and English about budgeting, entrepreneurship, the U.S. banking system, financial scams… Show more Demonstrate profound knowledge of accounting and financial topics by teaching basic financial workshops to Hispanics and their families in a classroom environment, fostering their financial security and improve their standard of living. Participate in ongoing staff training in order to provide clients with better learning experience. • Educated individuals, families, teens and children in Spanish and English about budgeting, entrepreneurship, the U.S. banking system, financial scams, credit, insurance and investments.• Played key role in assisting Hispanic émigrés adapt to U.S. financial system. Show less