Sabrina Canning

Sabrina Canning

Paraplanner / Marketing Specialist / Trade Desk Manager / Client Relations Specialist

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location of Sabrina CanningGreater Sacramento

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  • Timeline

  • About me

    Senior Associate - Investment Advisor Representative at Transamerica Financial Advisors, Inc. and World Financial Group

  • Education

    • Marysville High School, Marysville CA

      1988 - 1991
      Dipolma General
    • Yuba College

      1992 - 1993
      Accounting and bookkeeping
    • College for Financial Planning

      2014 - 2015
      CRPC - Chartered Retirement Planning Counselor

      Certification for CRPC license

  • Experience

    • Ameriprise Financial Services, LLC

      Sept 1995 - Aug 2014
      Paraplanner / Marketing Specialist / Trade Desk Manager / Client Relations Specialist

      * Business & Practice Management & Marketing* Client Service Specialist* Trade Desk and REIT Desk Manager* FP Analyst* Client Acquisitions

    • The Money Store® NMLS# 1019

      Jan 1998 - Jul 1998
      Loan Qualifier / Loan Director
    • Sacramento Kings

      Sept 2001 - Jun 2002
      VIP Hospitality, Family and Player Hospitality

      VIP Hospitality

    • National Association of Professional Women (NAPW)

      Jan 2014 - Jan 2015
      VIP Member
    • Assisted Financial Advisory, Business Practice and Marketing Consultant

      Aug 2014 - now
      Private Consultant

      Business/Practice Management and ConsultingMarketing and Group Marketing ServicesAdvisory Assisted ServicesEmployee Training ServicesEvent Coordinator and SpeakerAssist with client relations and services• Brand development, web site development and advertising.• Strategic Consulting, including business plan & sales strategy development, and prospect development..• Advising new businesses on formation of business structures, employee relations and business development and compliance procedures. Show less

    • Transamerica Financial Advisors, Inc.

      Mar 2015 - now
      Senior Associate - Investment Advisor Representative

      Transamerica Financial Advisors, Inc. is dedicated to one simple mission - to create financially independent families by growing and protecting their wealth through active money management.I believe that failure to plan is planning to fail. My primary objective is to help every individual succeed in accomplishing their short-term and long-term investment goals and retirement needs. Coming together is a beginning, remaining together is progress, working together is success (Henry Ford) Show less

  • Licenses & Certifications

    • National Association of Professional Women

      VIP Award Recipient - October 2014
      Aug 2014
      View certificate certificate
    • CA Insurance License - Life, Variable Annuities, Accident and Health

      Life, Variable Annuities, Accident and Health Agent
      Jan 2009
      View certificate certificate
    • Series 7 and 66 Licenses

      FINRA and NASD
      Aug 2008
  • Honors & Awards

    • Awarded to Sabrina Canning
      National Association of Professional Women - VIP Recipient 2014-2015 - Oct 2014
  • Volunteer Experience

    • Volunteer and contributor

      Issued by CASA of El Dorado Hills, CA and Shriners Hospital, Sacramento, CA on Jan 1998
      CASA of El Dorado Hills, CA and Shriners Hospital, Sacramento, CAAssociated with Sabrina Canning
    • Volunteering with the elderly to equip them with extra curricular activities in their daily life

      Issued by Eskaton Care Center - Fair Oaks, CA on Nov 2014
      Eskaton Care Center - Fair Oaks, CAAssociated with Sabrina Canning