Estella Mosi
About Estella Mosi
Estella Mosi is a Licensed Financial Services Consultant and Senior Marketing Director at Transamerica, where she has worked since 2011. With a strong background in finance and human resources management, she advocates for financial literacy and provides personalized financial planning sessions.
Work at Transamerica
Estella Mosi has been employed at Transamerica since 2011, serving as a Licensed Financial Services Consultant Senior Marketing Director. Her role focuses on providing financial consulting services and promoting financial literacy. Over her 13 years at Transamerica, she has developed expertise in personalized financial planning, helping clients navigate their financial goals.
Previous Experience at United Airlines
Before joining Transamerica, Estella Mosi worked at United Airlines for 21 years, from 1994 to 2015. She held the position of Customer Service Director, where she managed customer relations and service operations. This experience contributed to her strong background in human resources management and customer service.
Education and Expertise
Estella Mosi holds a Bachelor of Science degree in Business Administration with a focus on Finance from San Jose State University, where she studied from 1981 to 1985. She also earned a Master of Business Administration in Human Resources Management from Houston Baptist University in 1991. Her educational background supports her extensive experience in financial education and consulting.
Advocacy for Financial Literacy
Estella Mosi is an advocate for financial literacy, emphasizing the importance of understanding financial concepts. She offers personalized financial planning sessions to help individuals and families achieve their financial objectives. Her commitment to educating clients reflects her belief in the value of informed financial decision-making.
Professional Experience and Skills
With over a decade of experience in financial education and consulting, Estella Mosi combines her knowledge of finance and human resources management. Her skills include personalized financial planning, client relationship management, and effective communication. This diverse skill set enables her to address the unique financial needs of her clients.