Samantha is a motivated and enthusiastic finance professional. Originally from Lima, Peru, she pursued her studies at USMP in her hometown before relocating to Lakeland. Organized and dependable, Samantha has a proven track record of managing multiple priorities with a positive attitude and a strong sense of responsibility to meet team goals. Her background has refined her organizational skills, including budgeting, problem-solving, critical thinking, and managing complex schedules.
With a strong commitment to professional ethics, Samantha excels in interpersonal communication, relationship building, and client service, and is fluent in Spanish. As a Relationship Manager, she supports the development of messaging materials, manages events and educational series, prepares paperwork for client accounts, and tracks funds in transition. Her expertise in detail-oriented tasks is crucial for ensuring information is relayed promptly and accurately.
In her previous roles, Samantha prioritized privacy and security, handling the most sensitive details with utmost discretion. She excelled at enhancing organization by creating and implementing systems that improved efficiency and streamlined operations. As an interpreter at the World Trade Center in Dallas, TX, she provided real-time oral interpretations, facilitating communication between clients and non-English speakers. Additionally, she worked with a well-known museum, assisting in the sales of master artists' works, supporting event organization, mentoring volunteers, and developing marketing materials to boost public interest and attendance.
On the personal side, Samantha enjoys spending time with her family and caring for their three big dogs. An avid shooter and outdoor motorsports enthusiast, she spends her weekends either taking her dogs out, riding her quad on a trail, or relaxing at the beach. She can often be found at the shooting range or enjoying the coastal scenery.