Sofia Guzman

Sofia Guzman

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location of Sofia GuzmanGreater Halifax Metropolitan Area

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  • Timeline

  • About me

    Account Manager at O'Regan's National Leasing

  • Education

    • Sobey School of Business at Saint Mary's University

      2015 - 2020
      Finance Finance
  • Experience

    • Squiggle Park

      Sept 2017 - Jan 2019

      - Brought Squiggle Park into Mexico, Chile and Vietnam - Learned strategic marketing to focus on targeted prospects- Largest sale of the company - Increased market presence by 200% in Texas and California- Familiarity with CRM tools - Assisted with the organization of conferences and events- Managed monthly social media targets and reporting- Established more efficient communications automation and scheduling- Provided excellent Customer Support

      • Business Development

        Jan 2018 - Jan 2019
      • Marketing Specialist

        Sept 2017 - Dec 2017
    • Healy Financial Planning

      Apr 2019 - Jul 2020
      Co-op Student

      - Understanding of securities such as equities, bonds, forwards, futures, options, etc. - Valuable experience in Life Insurance, Segregated/Mutual Funds and Employee Benefits industries- Experience working with specific industry related software programs such as Salesforce and Investment Centre- Generate custom client reporting, and provide assistance to team members in response to client requests- Participate in various system improvement initiatives and automation projects- Provide a complete range of investment administration services to clients, including compliance procedures Show less

    • O'Regan's National Leasing

      Oct 2020 - now
      Account Manager

      - Specialize in commercial equipment and vehicles of all makes and models- Help businesses find the best vehicles for their fleet based on their industry, current needs and today's market- My Finance background allows me to help my clients determine what the best option is for them; leasing, financing or purchasing- Assist customers with completing the relevant paperwork required for a successful sale to be processed

  • Licenses & Certifications