Position: Data Analyst
Category: Data Analyst
English level: intermediate
Years of experience: 5


I have 5 years of experience. As an analyst, I have used visual growth charts to show my clients how each savings plan option can impact their goals. When I became an analyst, I led other analysts and coached them on how to deliver the best possible experience for our clients. As your analyst, I strive to use my personal touch to help clients build a plan they can depend on.