Years of experience: 10

AssistantFinancePortfolio ManagerFinancial Planner

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Lucia's Career Path
Senior Financial Planner - CELAMay. 2024 -
Present
MedtronicSenior Financial Planner - CELA
Sr FP&AAug. 2023 -
May. 2024
SanofiSr FP&A
Senior Project CoordinatorJul. 2021 -
Aug. 2023
ScotiabankSenior Project Coordinator

Lucia's Posts

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    How I can help you

    Addressing key tasks: forecasting, budgeting, and financial planning. Enhance project management with insights for optimal ROI, effective communication, and a deep understanding of business needs.

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    People I am looking for

    Seeking clients in sectors like technology, healthcare, and banking.

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    Experience & Cases

    Achievements: Developed a sales tracking dashboard and optimized project budgets. Worked with Medtronic, Nokia, Scotiabank, and Sanofi.

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    How to contact

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