Amna Naveed
Wealth Advisor at Coast Capital Savings
Based in Ladysmith, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Ladysmith
Industry
Financial Services
Company size
1.7K
Contact information
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a•••••••@coastcapitalsavings.com
Phone
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Background
About Amna Naveed
I'm passionate about and accustomed to building and keeping excellent customer relationships. Being part of the financial services industry since 2018, I've grown tremendously in relation to giving each customer the best experience that will lead to financial confidence and deepen our relationship. I am extremely self-driven. I excel at problem solving and consistently meeting and exceeding productivity goals. I am actively working towards my CFP. My career aspiration is to be working as a Certified Financial Planner where I can grow and retain my book and continue to grow and apply the knowledge and skills I've acquired.
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