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Lineth Orea is listed as Life, Health and Travel Insurance Advisor Looking out for your family’s future at Desjardins Financial Security Independent Network, a with 594 employees, based in Milton, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Lineth Orea.
Lineth Orea previously worked as Insurance Financial Advisor at Desjardins Financial Security Independent Network and Administrative Assistant at Herber Garcia - Sales Specialist.
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Lineth Orea is a Life, Health and Travel Insurance Advisor Looking out for your family’s future at Desjardins Financial Security Independent Network.
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A career timeline built from the work history available for this profile.
Greater Toronto Area, Canada
Meeting with clients.Offering specialized financial guidance and advice.Completing financial needs analyses.Creating and explaining customized plans.Utilizing knowledge of tax investment strategies.Assessing clients' financial portfolios.Analyzing clients' risk.
Greater Toronto Area, Canada
Answer and direct phone callsOrganize and schedule appointments and meetingsMaintain contact listsProduce and distribute correspondence memos, letters, faxes, and formsAssist in the preparation of regularly scheduled reportsDevelop and maintain a filing systemOrder office supplies
Greater Toronto Area, Canada
Submit and reconcile expense reportsProvide general support to visitorsProvide information by answering questions and requestsTake dictationResearch and creates presentationsGenerate reportsHandle multiple projectsPrepare and monitor invoices
Other employees you can reach at dfsin.ca. View company contacts for 594 employees →
Subeer Thakur
Colleague at Desjardins Financial Security Independent NetworkSurrey, British Columbia, Canada
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Pritpal Sidhu
Colleague at Desjardins Financial Security Independent NetworkDelta, British Columbia, Canada
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Scott Shaw, Cfp, Ris, Fma
Colleague at Desjardins Financial Security Independent NetworkCalgary, Alberta, Canada
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AM
Audrey Marcotte
Colleague at Desjardins Financial Security Independent NetworkSaint-Maurice, Quebec, Canada
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JS
John Scholl
Colleague at Desjardins Financial Security Independent NetworkMississauga, Ontario, Canada
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DP
Donald Pelletier
Colleague at Desjardins Financial Security Independent NetworkThunder Bay, Ontario, Canada
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VL
Vanessa Lapierre
Colleague at Desjardins Financial Security Independent NetworkCanada
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Kenneth Showalter
Colleague at Desjardins Financial Security Independent NetworkOntario, Canada
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NA
Naveen Arneja
Colleague at Desjardins Financial Security Independent NetworkCanada
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AG
Adam Guenther
Colleague at Desjardins Financial Security Independent NetworkLondon, Ontario, Canada
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Quick answers generated from the profile data available on this page.
Lineth Orea works for Desjardins Financial Security Independent Network.
Lineth Orea is listed as Life, Health and Travel Insurance Advisor Looking out for your family’s future at Desjardins Financial Security Independent Network.
Lineth Orea is based in Milton, Ontario, Canada while working with Desjardins Financial Security Independent Network.
Lineth Orea has worked for Desjardins Financial Security Independent Network, Herber Garcia - Sales Specialist, and Intelligent Digital Strategies.
Lineth Orea's colleagues at Desjardins Financial Security Independent Network include Subeer Thakur, Pritpal Sidhu, Scott Shaw, Cfp, Ris, Fma, Audrey Marcotte, and John Scholl.
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