Loida Diaz

Loida Diaz Email and Phone Number

Retirement Counselor @ ADP
roseland, new jersey, united states
Loida Diaz's Location
Temecula, California, United States, United States
Loida Diaz's Contact Details

Loida Diaz work email

Loida Diaz personal email

About Loida Diaz

Registered Rep with FINRA Securities Licensed 6 & 63, California State Licenses in P&C and Life & Health. Bachelor's degree in Finance and 15 years of Financial Services Industry experience including Banking, Accounting, Insurance, and 403b sales.

Loida Diaz's Current Company Details
ADP

Adp

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Retirement Counselor
roseland, new jersey, united states
Website:
adp.com
Employees:
67351
Loida Diaz Work Experience Details
  • Adp
    Retirement Counselor
    Adp Oct 2022 - Present
    United States
    Education for retirement planning
  • Allstate
    Personal Financial Representative
    Allstate Jul 2020 - Oct 2022
    Murrieta, California, United States
  • Rh Benefits Insurance Services, Inc.
    Financial Services Professional & Licensed Agent
    Rh Benefits Insurance Services, Inc. Feb 2019 - Jul 2020
    Temecula, Ca
    We help people understand Medicare, prepare for Retirement, and transfer risk through Insurance.
  • Colonial Life
    Benefits Consultant
    Colonial Life Feb 2018 - Jul 2020
  • Horace Mann
    Licensed Sales Producer
    Horace Mann 2017 - Mar 2018
    Charlotte, North Carolina Area
  • Orr & Associates Insurance Services
    Accounting Specialist
    Orr & Associates Insurance Services Jan 2015 - Aug 2016
    Temecula, Ca
    As an accounting specialist, I handle general ledger bookkeeping, statement reconciliation, accounts receivable and accounts payable. I prepare relevant reports and use accounting skills for problem solving.
  • Wachovia Bank
    Financial Specialist
    Wachovia Bank 1998 - 2007
    Charlotte, North Carolina Area
    As a Financial Specialists I met with customers to help them determine their short-term and long-term financial goals. After assessing the client's needs, I recommended and sold products and services offered by the bank such as daily money management accounts, investment services, certificates of deposits and mortgages.I also contacted prospective customers, and met monthly sales goals.

Loida Diaz Skills

Banking Financial Services Investments Loans Mortgage Lending Credit Portfolio Management Financial Analysis Insurance

Loida Diaz Education Details

Frequently Asked Questions about Loida Diaz

What company does Loida Diaz work for?

Loida Diaz works for Adp

What is Loida Diaz's role at the current company?

Loida Diaz's current role is Retirement Counselor.

What is Loida Diaz's email address?

Loida Diaz's email address is lo****@****ate.com

What schools did Loida Diaz attend?

Loida Diaz attended University Of Phoenix.

What skills is Loida Diaz known for?

Loida Diaz has skills like Banking, Financial Services, Investments, Loans, Mortgage Lending, Credit, Portfolio Management, Financial Analysis, Insurance.

Who are Loida Diaz's colleagues?

Loida Diaz's colleagues are Rajendra Sawod, Mary Medina, Michael Glenn, أريج الجزائري, Akshit Badyal, Mellisa White, Shrm-Scp, Phr, Franck Duret.

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