Claudia Thompson, CIFP

Pension Administrator/Client Relationship Officer at CFAL (Colina Financial Advisors Limited)
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Contact Information
us****@****om
(386) 825-5501
Location
The Bahamas, BS

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Credentials

  • Certified Financial Planner (CFP)
    The Chartered Banker Institute
    Sep, 2021
    - Sep, 2024
  • Canadian Securities Course (CSC)
    Canadian Securities Institute (CSI)
    Apr, 2016
    - Sep, 2024
  • Marine Surveyor
    International Institute of Marine Surveying
    Sep, 2012
    - Sep, 2024

Experience

  • CFAL (Colina Financial Advisors Limited)
    • Pension Administrator/Client Relationship Officer
      • Oct 2015 - Present

      Helping clients set up savings and pension plans for groups or as individuals. Advising clients on all investment options offered by CFAL. Helping clients set up savings and pension plans for groups or as individuals. Advising clients on all investment options offered by CFAL.

  • Island Site Development (ISD) Ltd.
    • Financial Controller - Investments
      • Nov 2012 - Aug 2015

      Accounting, Restructuring & Streamlining for several investment companies within the ISD group. Accounting, Restructuring & Streamlining for several investment companies within the ISD group.

  • Caterpillar Inc.
    • United States
    • Machinery Manufacturing
    • 700 & Above Employee
    • Sales & Marketing Manager
      • Jul 2001 - Feb 2012

      Sales, Marketing, Human Resources, Administration, Accounting & Management.Assistant Financial Controller, 6 Sigma Black Belt/Special Projects. Sales, Marketing, Human Resources, Administration, Accounting & Management.Assistant Financial Controller, 6 Sigma Black Belt/Special Projects.

Education

  • University of New Orleans
    Bachelor of Science (BSc), Naval Architecture and Marine Engineering
    1997 - 2001
  • Kingsway Academy
    -

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