About Paula
Dutch
Native or bilingual
Experience
- FinesIndependent Financial AdvisorJanuary 2022 - Today (4 years and 5 months)As an independent financial advisor, I advise and guide people with Fines who have the ambition to realize their wishes and dreams. I offer expertise and play an active role in supporting the financial life course that my clients go through. It doesn't matter whether someone is employed or an entrepreneur. I inventory and analyze the client's situation, needs, and possibilities. Subsequently, I advise on the steps to be taken and mediate in the right product choice to realize the wishes. I take into account taxation and other laws and regulations. Sound advice, with a heart in the right place. Advice on mortgages, income growth, pensions, the risks of death and disability, and insuring other risks, including those related to housing, travel, liability, and traffic, is covered. My advice can be revised over time if changes occur. This relieves my clients of burdens in the short and long term. The focus is on sustainability; social, ecological, and financial.
- RaboBankSpecialist Special Management (private & entrepreneur in private capacity)September 2020 - December 2021 (1 year and 3 months)Carrying out analyses and determining the strategy for clients who are in financial distress. Understanding complex and exceptional structures. Monitoring legal frameworks and guidelines, customer vision, and departmental policy. Handling client files with legally complex matters outside standard procedures. Collaborating with local banks, brokers, bailiffs, and lawyers. With an emphasis on entrepreneurs in their private capacity with a mortgage loan. Also setting up, organizing, and managing a specialized unit focused on consumer credit. In addition, training and guiding new employees and providing presentations and training on relevant topics such as mortgages and pensions.
- WeltenSecondment Assignment RabobankSeptember 2020 - December 2021 (1 year and 3 months)
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Education
- Bachelor's degree, Commercial EconomicsThe Hague University of Applied Sciences2003Bachelor's degree, Commerciële Economie
- Commercial Employee BankingEcabo1994Commercieel Medewerker Bankbedrijf