Kristi Lietz work email
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Kristi Lietz personal email
I believe my 7 years of business ownership, active involvement with community programs, and close relationships with young families is an ideal foundation for my work as a Financial Representative.I understand my clients are in different stages of life. You might be purchasing a first home, financing a child's post-secondary education or planning for retirement. I believe a financial plan must reflect your personal or business situation, and will work to highlight the financial products that best fit your goals. Attention to detail, good listening skills and great empathy are symbols of my appreciation by my clients. I am supported by an administration team and group benefits and investment product specialists whose teamwork and professionalism help me build long-term relationships with my growing client base and provide excellent customer service.I am happily married and have three children. Away from the business, I enjoy community arts programs, reading, and spending time with family and friends.
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AssistantHeuchert Financial Inc.Brandon, Mb, Ca
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Financial AdvisorFaithlife Financial Apr 2015 - PresentBrandon, MbI will help YOU exchange a hope for a plan - protecting YOUR future through...Life Insurance - the coverage that's right for you and your familyCharitable Life Insurance - leave a legacy AND an inheritance through planned givingCritical Illness - receive a lump sum benefit to help with any costs associated with an illnessDisability Income Insurance - replace a portion of your earnings should you become disabledInvestments - achieve your short, medium and long term future goalsRetirement Income Plans - start saving early to enjoy your future retirementRegistered Education Savings Plans - save for your child's educational futureTax Free Savings Plans - a must-have savings investment to grow your money tax free -
AssistantHeuchert Financial Inc. Sep 2013 - PresentMy responsibilities at HFI are providing high level administrative support to financial advisors. Proactively relieving senior staff of many administrative details. My tasks include: client account assistance, scheduling client appointments, drafting correspondence, making travel arrangements, reports and presentations, client portfolio reviews preparation, coordinating meetings and special events, handling telephone calls, financial form completion, maintenance of database and files. Typically taking independent action in completing tasks, and exercising independent judgment and discretion with a high degree of detail.
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Owner And OperatorSync Your Style Aug 2007 - Aug 2012230 Rosser Ave.As owner of Sync, my duties included oversight of facility operations, ensuring that customers are satisfied, managing employees’ schedules and performance, as well as working to make sure the salon is profitable. I oversaw the stylist schedules and strove to provide opportunities for staff training in the latest techniques in the cosmetology industry. I was also responsible for salon conditions in terms of appearance, cleanliness and safety, as well as making sure all supply inventories are stocked. As a stylist my responsibilities were consulting with customers on their hair needs, recommending professional hair care services and products. I delivered quality technical service with emphasis on the customer’s total look and was responsible for building a client base through referrals and utilizing promotional materials available, while following all company policies and procedures.
Kristi Lietz Skills
Kristi Lietz Education Details
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Olivers LearningLife Insurance And Segregated Funds -
Advanced School Of CosmetologyHair Styling/Stylist And Hair Design
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Advanced School Of CosmetologyCosmetology
Frequently Asked Questions about Kristi Lietz
What company does Kristi Lietz work for?
Kristi Lietz works for Heuchert Financial Inc.
What is Kristi Lietz's role at the current company?
Kristi Lietz's current role is Assistant.
What is Kristi Lietz's email address?
Kristi Lietz's email address is kl****@****cial.ca
What schools did Kristi Lietz attend?
Kristi Lietz attended Olivers Learning, Advanced School Of Cosmetology, Advanced School Of Cosmetology.
What are some of Kristi Lietz's interests?
Kristi Lietz has interest in Children, Economic Empowerment, Politics, Education, Science And Technology, Disaster And Humanitarian Relief, Human Rights.
What skills is Kristi Lietz known for?
Kristi Lietz has skills like Customer Service, Hair Cutting, Cosmetology, Sales, Teamwork, Microsoft Word, Telephone Skills, Phone Etiquette, Receptionist Duties, Small Business, Hair Care, Social Media.
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