Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

RIANNA RAGHUNANAN

SAN FERNANDO

Summary

Dynamic Associate Financial Advisor with proven expertise in portfolio management and cash flow management at THE MARITIME FINANCIAL GROUP. Enhanced client retention through exceptional service and relationship-building skills. Successfully identified growth opportunities, contributing to improved financial outcomes for clients while collaborating effectively with senior advisors on complex cases.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Associate Financial Advisor

THE MARITIME FINANCIAL GROUP
11.2024 - Current
  • Conducted in-depth financial analysis to identify areas of potential growth or risk within clients'' portfolios.
  • Assisted with portfolio management to ensure optimal asset allocation and diversification for clients.
  • Increased client retention rates by consistently delivering high-quality service and demonstrating genuine concern for their wellbeing.
  • Collaborated with senior advisors on complex cases, contributing valuable insights and expertise.

Associate Financial Advisor

GUARDIAN GROUP
10.2022 - 08.2024
  • Identified areas of improvement in internal processes, implementing changes that ultimately led to better outcomes for both the firm''s staff members as well as its clientele base.
  • Built strong relationships with clients, fostering trust and loyalty through consistent communication and follow-up meetings.

TEACHER AIDE

OJT Programme
03.2019 - 12.2021
  • Assessed student progress through formative assessments, informing instructional adjustments for optimal learning outcomes.
  • Assisted in the development of engaging lesson plans, resulting in improved student understanding and retention.
  • Maintained accurate records of student attendance, grades and assessment data as required by school policy.
  • Contributed to the organization of school events and extracurricular activities, enriching students'' educational experiences beyond the classroom setting.

Education

BACHELOR IN EDUCATION - Education

UNIVERSITY OF TRINIDAD AND TOBAGO
CORINTH
11-2018

High School Diploma -

A.S.J.A GIRLS COLLEGE
San Fernando
11-2013

Skills

  • Cash flow management
  • Insurance planning
  • Retirement planning
  • Portfolio management

Accomplishments

  • Completion of state licensed insurance long-term life exam.
  • Completion of licensed general insurance exam.

Certification

  • 2ND degree honors in Bachelor of Education
  • CXC SUBJECTS

Timeline

Associate Financial Advisor

THE MARITIME FINANCIAL GROUP
11.2024 - Current

Associate Financial Advisor

GUARDIAN GROUP
10.2022 - 08.2024

TEACHER AIDE

OJT Programme
03.2019 - 12.2021

BACHELOR IN EDUCATION - Education

UNIVERSITY OF TRINIDAD AND TOBAGO

High School Diploma -

A.S.J.A GIRLS COLLEGE

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RIANNA RAGHUNANAN