Inês Ornelas

Private Consultant at MetLife

Management and development of a client portfolio; client acquisition and retention through personalized protection plans; planning and execution of commercial activities aligned with channel strategy; conducting financial analysis to identify client needs and recommend suitable solutions; presentation of innovative protection and investment solutions to maximize sales; delivering excellent customer service with a strong focus on achieving targets.

Finance Department Intern at Lúsia das Knowledge Center

SAP entries; Bank reconciliation; Adjustment of accruals and deferrals in Excel.

Accounting Technician at Normifica - Accounting and Tax Consultancy Office Lda

Organization of accounting documents; Bank reconciliation; Monthly entries.

Finance Department Intern at Lusia das Knowledge Center

SAP entries; bank reconciliation; adjustment of accruals and deferrals in Excel; monthly entries.