Anna Santoro
Financial Security Advisor Mutual Fund Dealing Representative @PFSL Investments Canada Ltd
Signup · Get unlimited contacts
WORK HISTORY
Financial Security Advisor Mutual Fund Dealing Representative @PFSL Investments Canada Ltd
Montreal, QC, CA
Experienced Dealing Representative with PFSL Investments Canada Ltd. and Financial Security Advisor with Primerica Financial Services Ltd, with a demonstrated history of working in the financial services industry. Skilled in Financial Services, referrals, insurance, financial education, and customer service.Primerica is a leading provider of term life insurance. Working to help families become financially independent, Primerica is a Main Street company for Main Street families. Please feel free to contact me for more information about how I can help you.
EDUCATION
Dale Carnegie Training
Business/Corporate Communications
Concordia University
Diploma in Public Relations, Public Relations/Image Management
ABOUT ANNA SANTORO
With a strong foundation in dentistry administration and financial coaching, I have cultivated expertise in public relations, team and client communication, coaching, event management, employee professional development, and optimizing customer service efficiency. My experience has also allowed me to implement strategies that enhance productivity and increase the overall billing of dental practices.At the heart of my work are the values of integrity, transparency, and active listening, which drive my commitment to helping individuals and businesses build financial confidence and long-term stability.Beyond my professional endeavors, I have been actively involved in public relations initiatives, volunteering for Isabelle Malboeuf, President of the Public Relations Boutique, from 2005 to 2012. Additionally, I was a dedicated member of the Mamma Mia Women’s Association from 2014 to 2019, supporting their annual fundraiser benefiting The Cedars Breast Clinic of the MUHC at the Royal Victoria Hospital, which brings together 400+ attendees each year.I am passionate about empowering families and professionals to create wealth, one day at a time. Let’s connect to explore how I can help you achieve your financial goals!
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.