As the Office Manager at Strategic Capital Partners, my primary responsibilities include scheduling meetings and appointments, managing the office budget, responding to customer inquiries, overseeing general office operations, planning and organization, providing administrative support, and handling accounting tasks. With over 7 years of experience in the financial services industry, I specialize in customer service and sales.
Before joining Strategic Capital Partners, I gained diverse experience working at accounting firms, insurance companies, and car shipping companies. I hold a bachelor's degree in finance with a minor in accounting from UPR at Carolina and UPR at Bayamon, and I have also obtained my Life Insurance License.
I am deeply motivated by the idea that there are no limits to knowledge, the importance of caring for our clients, and the dynamic work environment we foster at Strategic Capital Partners. One of the aspects of my job that I most enjoy is solving the various challenges that arise in my day-to-day work. I believe that the greatest values I can provide for our clients are trust and patience, ensuring they feel supported and confident in their financial decisions.
Currently, I live in Trujillo Alto, Puerto Rico, with my son, Mateo. In my free time, I love practicing Pilates and spending time at the beach. I cherish moments spent with my son and sometimes enjoy simply watching a movie and finding peace in those quiet moments.