Poonam Patel Email & Phone Number

10+ years of professional experience in the Government, Finance and Retail Industry. Currently working on the Government of Alberta as a grant program advisor and part-time engaged in financial & insurance company as a broker. Please get in touch with me for advice on Investment, Insurance and Landing ( Mortgage, Re-finance, RRSP loan)• Client Award for Excellence recipient for providing excellent customer service• Experience in client services, data management, administrative tasks, and answering enquires• Completed Canadian Investments Fund, LLQP, MS Office & Office Administration courses• Follow company policies, rules, regulations, processes, protocols, and procedures precisely• Expert in building and managing positive work relationships with all the stakeholders• Proficient in Microsoft programs (Word, Excel, Publisher, Outlook, office 365) and the Internet