Diana Misquez

Wealth Advisor at Westgroup Financial Management Inc
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Skills

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Bio

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Credentials

  • LLQP
    Insurance Council of BC
    Aug, 2019
    - Nov, 2024
  • PTCB - Pharmacy Technician Certification Board
    -
    Nov, 2010
    - Nov, 2024

Experience

  • Westgroup Financial Management Inc.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Jan 2019 - Present

  • Medicine Shoppe Pharmacy
    • Pharmaceutical Manufacturing
    • 1 - 100 Employee
    • Pharmacy Assistant
      • Sep 2016 - Jan 2019

  • The Drive Pharmacy
    • Commercial drive
    • Pharmacy assistant
      • Jun 2015 - Jan 2019

      Entering and filling prescriptions, ordering medications and otc products, calling patirnts, doctors and insurance companies, blister-packing, compounding, etc Entering and filling prescriptions, ordering medications and otc products, calling patirnts, doctors and insurance companies, blister-packing, compounding, etc

  • Walgreens Phramacy
    • pharmacy tech.
      • Apr 2007 - May 2015

      Customer service, management of the cash register, filling prescriptions,, prescription and data entry into the computer system, promoting various programs and services provided by the company, helping customers find OTC products, answering phone calls, managing drive thru, ordering medications and expense items for the pharmacy, setting up patient profiles for vaccinations, some compounding. Customer service, management of the cash register, filling prescriptions,, prescription and data entry into the computer system, promoting various programs and services provided by the company, helping customers find OTC products, answering phone calls, managing drive thru, ordering medications and expense items for the pharmacy, setting up patient profiles for vaccinations, some compounding.

  • Walgreens
    • United States
    • Retail
    • 700 & Above Employee
    • cosmetics sales
      • Apr 2007 - Sep 2007

      Set up new displayes, organized promotion events for new items, recomended products to customers, ordered stock, dealt with wholesellers Set up new displayes, organized promotion events for new items, recomended products to customers, ordered stock, dealt with wholesellers

  • Dunkin Donuts & Baskin Robbins
    • Bernalillo NM
    • Assistant Manager
      • Oct 2004 - Mar 2006

      I was in charge of organizing staff and scheduling for the day, and assisted with any customer needs or complaints. I was in charge of organizing staff and scheduling for the day, and assisted with any customer needs or complaints.

Education

  • Advocis Banff School
    CFP, Financial Planning and Services
    2020 - 2023
  • The University of New Mexico
    Bachelor's degree, Biology and chemistry
    2008 - 2013
  • Capilano University
    Biology/Biological Sciences, General
    2016 -

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