Lis Sandra Duarte MBA
About Lis Sandra Duarte MBA
Lis Sandra Duarte, MBA, serves as the Director of Expansion at Transamerica Retirement Solutions, where she has worked since 2014. With a diverse background in financial services and management, she has held various roles in retail and entrepreneurship, focusing on financial planning and business growth.
Work at Transamerica Retirement Solutions
Lis Sandra Duarte has been serving as the Director of Expansion at Transamerica Retirement Solutions since 2014. In this role, she focuses on strategic growth initiatives within the organization. Additionally, she has held the position of Financial Services Advisor at the same company for the past decade, primarily operating in the San Francisco Bay Area. Her responsibilities include providing financial planning services, protecting retirement fund investments, and building income-generating assets for clients.
Education and Expertise
Lis Sandra Duarte holds multiple degrees from DeVry University. She achieved a Bachelor of Science in Business Administration with an emphasis on Computer Information Systems from 1998 to 2001. She furthered her education by obtaining a Master's Degree in Business Administration from the Keller Graduate School of Management between 2006 and 2010. Her studies included a minor in Project Management, enhancing her expertise in business operations and strategic planning.
Background in Retail Management
Lis Sandra Duarte has extensive experience in retail management, having worked in various roles at companies such as H&M, Champs Sports, and Stein Mart. She served as a District Controller at H&M from 2006 to 2009 and held multiple positions at Champs Sports, including Assistant Store Manager and Market Leader from 2001 to 2005. Her background in retail includes responsibilities such as staff planning, operations management, and training program coordination.
Entrepreneurial Experience
Lis Sandra Duarte has experience as an entrepreneur, having operated her own business from 2010 to 2012. During this period, she focused on creating exit strategies for businesses and supporting owners in reducing tax deficits. Her entrepreneurial background complements her corporate experience, allowing her to provide valuable insights into business growth and financial planning.
Financial Planning and Analysis Skills
Lis Sandra Duarte specializes in financial planning and analysis, with a focus on protecting clients' retirement investments and building tax shelters. She has coordinated training programs and industry education events aimed at entrepreneurship and corporate growth. Her expertise includes conducting due diligence for early-stage startups and utilizing investment banking strategies to enhance business owners' financial outcomes.