Sfoglia categorie
Esplora
Fiverr Pro
Italiano
$
USD
Darlene T
@darlenekeith
Financial Coach
Stati Uniti
Inglese, Spagnolo
Chi sono
I have 20 years of experience in Financial Services and have been a business owner for 9 years. I assist clients with personal finance goals by providing accountability and AI assistance templates to track progress.
Competenze
Darlene T
offline •
Consulta i miei servizi
Coaching finanziario
I will create ai financial coaching weekly planner
Esperienza lavorativa
Franchise Owner
SmartPA • Lavoratore autonomo
Jun 2017 - Present • 8 yrs 11 mos
SmartPA Virtual Assistant franchise owner and account manager. • Complete bookkeeping, monthly reporting, and invoices from Quickbooks. • Complete delegated tasks: phone calls, email inbox management, proofreading, word documents, excel database maintenance, PowerPoint presentations, appointment setting and client correspondence. • Screen and hire remote assistants from partnership and match candidate skills with client needs. • Create and mail monthly and quarterly newsletters, manage social media posts ad campaigns. • Create and manage ad campaigns through LinkedIn, Outbound Engine and EasyGeo.
