Miguel Bacatá
Financial Services Specialist at Life Bridge Group Inc- Claim this Profile
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Topline Score
Bio
Agnieszka Raczynska
I’ve had the pleasure of working with many professionals in our line of work, but Miguel is someone I will always remember fondly. I have had the pleasure of working with Miguel on several occasions, where we organized workshops and info sessions for the local Hispanic business community. His humor and empathy fostered a comforting work environment, and his holistic approach to the issues related to personal and business growth helped participants develop knowledge and new skills. I highly recommend working with Miguel Diaz!
Lina Pinilla (Lipi Inverse)
I would recommend Miguel as a financial coach. He was helpful with my investment strategies and my retirement plan. He is also patient, communicative and demonstrates proficiency with the topics related with investment plans. If you need any financial advice, don't hesitate to message him.
Angie Forigua
Miguel is a good Coach, professional, I had some session and was a great experience, I recommended him
Agnieszka Raczynska
I’ve had the pleasure of working with many professionals in our line of work, but Miguel is someone I will always remember fondly. I have had the pleasure of working with Miguel on several occasions, where we organized workshops and info sessions for the local Hispanic business community. His humor and empathy fostered a comforting work environment, and his holistic approach to the issues related to personal and business growth helped participants develop knowledge and new skills. I highly recommend working with Miguel Diaz!
Lina Pinilla (Lipi Inverse)
I would recommend Miguel as a financial coach. He was helpful with my investment strategies and my retirement plan. He is also patient, communicative and demonstrates proficiency with the topics related with investment plans. If you need any financial advice, don't hesitate to message him.
Angie Forigua
Miguel is a good Coach, professional, I had some session and was a great experience, I recommended him
Agnieszka Raczynska
I’ve had the pleasure of working with many professionals in our line of work, but Miguel is someone I will always remember fondly. I have had the pleasure of working with Miguel on several occasions, where we organized workshops and info sessions for the local Hispanic business community. His humor and empathy fostered a comforting work environment, and his holistic approach to the issues related to personal and business growth helped participants develop knowledge and new skills. I highly recommend working with Miguel Diaz!
Lina Pinilla (Lipi Inverse)
I would recommend Miguel as a financial coach. He was helpful with my investment strategies and my retirement plan. He is also patient, communicative and demonstrates proficiency with the topics related with investment plans. If you need any financial advice, don't hesitate to message him.
Angie Forigua
Miguel is a good Coach, professional, I had some session and was a great experience, I recommended him
Agnieszka Raczynska
I’ve had the pleasure of working with many professionals in our line of work, but Miguel is someone I will always remember fondly. I have had the pleasure of working with Miguel on several occasions, where we organized workshops and info sessions for the local Hispanic business community. His humor and empathy fostered a comforting work environment, and his holistic approach to the issues related to personal and business growth helped participants develop knowledge and new skills. I highly recommend working with Miguel Diaz!
Lina Pinilla (Lipi Inverse)
I would recommend Miguel as a financial coach. He was helpful with my investment strategies and my retirement plan. He is also patient, communicative and demonstrates proficiency with the topics related with investment plans. If you need any financial advice, don't hesitate to message him.
Angie Forigua
Miguel is a good Coach, professional, I had some session and was a great experience, I recommended him
Credentials
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Behavioral Health Specialist
LifespanJan, 2021- Nov, 2024 -
Introducción al Crowdfunding
Red de Universidades AnáhuacMay, 2020- Nov, 2024
Experience
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V.I.S.E. BRIDGE Financial Services
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United States
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Financial Services
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1 - 100 Employee
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Financial Services Specialist
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Oct 2021 - Present
I am a certified financial services specialist; I have worked with clients in the Latin community (individuals to businesses) and have helped them achieve their financial goals. Licenses in MA, RI, NJ, TX, MS. I am a certified financial services specialist; I have worked with clients in the Latin community (individuals to businesses) and have helped them achieve their financial goals. Licenses in MA, RI, NJ, TX, MS.
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CreSer Evoluciona
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United States
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Financial Coach
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Mar 2017 - Present
I love to educate others on how to maximize their finances. I love to educate others on how to maximize their finances.
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Dorcas International Institute of Rhode Island
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United States
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Individual and Family Services
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1 - 100 Employee
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Caseworker Aide
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Oct 2021 - Apr 2022
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RI Hispanic Chamber of Commerce
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United States
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Non-profit Organization Management
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1 - 100 Employee
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Customer Service Representative
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Apr 2021 - Jun 2021
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Mundo sin Drogas
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Pereira - Colombia
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Administrative Manager
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Dec 2014 - Nov 2015
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POLICIA NACIONAL DE COLOMBIA
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Financial Services
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700 & Above Employee
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Liutenant
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Dec 2005 - Mar 2015
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Fundación Siempre Adelante
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Pereira - Colombia
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Chief Executive Officer
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Jan 2011 - Nov 2014
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Education
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2017 - 2019
Neuroscience & Coaching Institute
Master's degree, Mental and Social Health Services and Allied Professions -
2014 - 2014
Uniclaretiana
Foundation degree, Substance Abuse/Addiction Counseling -
2003 - 2012
Escuela Nacional de Policía 'General Santander'
Bachelor's degree, Human Resources Management/Personnel Administration, General
Community
