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Lizbeth Sinaí Rodríguez
Financial Advisor @Uconsulting
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WORK HISTORY
Financial Advisor @Uconsulting
Guadalajara, MX
Personalized advisory on savings, retirement, and investment.Conferences on personal finance for companies.My focus centers on:Personalized evaluation of each client\'s financial and health needs to create the best tailored financial proposal.Conferences for companies on financial education regarding low-risk investment options for medium and long-term.Comprehensive attention: prospecting, initial meetings, creation of financial proposals, sales, annual services with clients, and adjustments.Constant updates of clients\' financial needs to ensure alignment with their current circumstances.
ABOUT LIZBETH SINAÍ RODRÍGUEZ
I work at the intersection of international cooperation, financial inclusion, and women’s…
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