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Daniela East

Daniela East

Financial Planner

Followers of Daniela East182 followers
location of Daniela EastChesapeake, Virginia, United States

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  • Timeline

  • About me

    Loan Officer at Westview Financial Services

  • Education

    • The Tax College's

      2015 - 2015
      Certificate Federal Income Tax Course

    • Kaufmaenische Schule 1 Stuttgart (specialised A-levels)

      2000 - 2003
      Chamber of Commerce's assistantbank clerk

      The training company, market and customer orientation, account management and payment transactions, financial and asset investment, lending business as well as accounting and controlling.

    • Friedrich-Schiller Realschule

      1995 - 2000
      Intermediate school-leaving certificate

    • Saylor Academy

      2016 - 2016
      Customer Service Management Certificate

  • Experience

    • AWD Management Services, Inc.

      Apr 2003 - Jul 2005
      Financial Planner

      Financial planning to optimize customers financial portfolios. Educating customers aboutproducts for health, car, home, rent, and life insurance and saving opportunities, as well as taxsaving products.

    • Santander Consumer Bank AG

      Aug 2005 - May 2012
      Financial services clerk

      Active, individual support, advice and maintenance of existing customer relationships in thequestions about their current accounts, credit cards. loans, savings and current accounts.Sale of customized products (i.g. life insurance, savings for buying your own house) as part ofour cross-selling strategy.Initiation and conclusion of contracts for financing and pension products.

    • Volksfürsorge AG

      Jun 2012 - Sept 2012
      Agency Manager in the sales force

      Promoted all the products offered by Generali Versicherung and all their partners. Dutiesfocused particularly on brokering business deals for individuals, taking care of customers andproviding need-based advice to future and existing customers for life, home, car, incidentalinsurances and recruiting new team members.

    • Mylene Anderie

      Jul 2012 - Nov 2015
      Financial Accountant

      Daily office work, bookkeeping, preparing folders for students for the licensed tax certification inGermany (IHK).

    • TNR - non profit

      Dec 2012 - Oct 2015
      Volunteer

      Getting stray dogs of the streets, to find them a forever home with a loving family. Training for the dogs, vet appointments, finding families for the adoption, making sure after adoption that the animals are in a good place.

    • Topgolf

      May 2016 - May 2018
      Bartender, Event Ambassador, ACE-Trainer, Bayhost

      Help to direct customers to have a unforgettable time at the venue. Help to train new associates.

    • ALDI USA

      Oct 2017 - Oct 2020
      Manager

      Help to manage the sales floor, supervise and support the store team, while hands-on-role with responsibilities which the shift gives, to deliver excellent Customer service,cash handling, representing the core values, accomplishing tasks in a fast changing environment.

    • Westview Financial Services

      Nov 2020 - Sept 2023
      Loan Officer

      Excellent customer service through selling loans to customers, cash handling, handling loan closings and making appointments with the customers.

    • Educational Institution

      Oct 2023 - now
      Homemaker

  • Licenses & Certifications