Margareta Roncea
About Margareta Roncea
Margareta Roncea is a Financial Services Representative at Primerica in Kitchener, Ontario, where she has worked since 2016. With a background in Mathematics and extensive experience in financial literacy, she specializes in helping clients achieve early retirement while prioritizing quality service.
Work at Primerica
Margareta Roncea has been employed at Primerica since 2016, serving as a Financial Services Representative and Financial Advisor in Kitchener, Ontario. Over her eight years at the company, she has focused on educating clients about financial literacy and providing them with a second opinion on financial matters. Roncea specializes in assisting clients in achieving early retirement while maintaining their desired lifestyle. Her client-first approach emphasizes quality service in the financial industry.
Education and Expertise
Margareta Roncea has a solid educational background in finance and mathematics. She studied at the IFSE Institute from 2018 to 2020, where she achieved a Mutual Fund Dealer designation. Additionally, she attended Conestoga College from 2016 to 2019, earning a Licentiate degree. Roncea also holds a Bachelor's degree in Mathematics from Romanian University, which she completed from 1977 to 1981. This diverse educational experience supports her expertise in financial services.
Background
Before her career in financial services, Margareta Roncea worked at BlackBerry as an Electronic Assembler from 2008 to 2013 in Waterloo, Ontario. This five-year experience in the technology sector provided her with a unique perspective that she now applies in her financial advisory role. Roncea's transition from technology to finance demonstrates her adaptability and commitment to continuous professional development.
Achievements
Margareta Roncea has nearly four years of experience in the financial industry, focusing on quality service and a client-first approach. Her work at Primerica highlights her commitment to helping clients navigate financial decisions and achieve their retirement goals. Through her educational pursuits and professional experience, Roncea has developed a strong foundation in financial literacy and client education.