Monique L. Email & Phone Number
Member @ Financial Planning Association (FPA)
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Monique L. Location
- Carlsbad, CA, US
Monique L. Work
- Member @ (April 2024 - Present)
- Associate Wealth Adviser @ (June 2022 - January 2025)
- Financial Planning Assistant @ Wealth Enhancement Group (January 2022 - May 2022)
- Registered Sales Associate Assistant @ (July 2021 - December 2021)
- Director of First Impressions @ (August 2019 - July 2021)
Monique L. Education
- San Diego State University
Master of Science - MSBA (Finance and Tax Planning)
2021-2023 - California State University San Marcos
Bachelor's degree (Psychology)
2013-2015 - MiraCosta College
Associate’s Degree (Psychology)
Monique L. Skills
- Administration
- Administrative Assistance
- Advisor Support
- Budgeting
- Building Connections
- Client Driven
- Client Relations
- Client Services
- Client-focused
- Collaborative Problem Solving
- Communication
- Creative Problem Solving
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Service
- Customer Support
- Customer-Focused Service
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Reporting
- Financial Services
- High-Net-Worth Individuals (HNWI)
- Interpersonal Relationships
- Interpersonal Skills
- Leadership
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Money Management
- Morningstar
- Nutrition
- Office Administration
- Operating Systems
- Organization Skills
- Passionate about Work
- PowerPoint
- Problem Solving
- Psychology
- Public Speaking
- Research
- Sales
- Self-management
- Series 7
- Skill Development
- Skilled Multi-tasker
- Success Driven
- Team Building
- Teamwork
- Time Management
- Virtual Work
- eMoney
Monique L. Summary
- Monique L., based in Carlsbad, CA, US, is currently a Member at Financial Planning Association (FPA). Monique L. brings experience from previous roles at Intelligence Driven Advisers (IDA), Wealth Enhancement Group and The Gensler Group, LLC. Monique L. holds a 2021 - 2023 Master of Science - MSBA in Finance and Tax Planning @ San Diego State University. With a robust skill set that includes Administration, Administrative Assistance, Advisor Support, Budgeting, Building Connections and more. Monique L. has 1 emails and 2 mobile phone numbers on RocketReach.
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