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Sheila Leeds

Title
Branch Office Supervisor/Investment Advisor Represenative
Company
Transamerica Financial Advisors, Inc.
Industry
Financial Services
State/Province
New Mexico
Country
United States
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I chose this career path because

My first career was nursing. I was a nurse for thirty years, working in the operating room. I retired and started working with a financial advisor for my own finances. He recruited me and it's now seven years later I am enjoying my second career.

I prepared for this career by

I received my BSN for nursing and a certificate to to be a nurse in the operating room. Once I went into financial advising, I took and passed the Life and Health Series 63 and 35. I also passed the Series 26, specifically to be a branch manger.

The biggest challenge I've overcome

The biggest challenge I've overcome is persevering. Being an OR nurse you learn to have thick skin and not take things personally. My biggest challenge as a Financial Advisor is finding new clients.

My greatest strength(s)

My greatest strength is my maturity. I've been working for many, many years and have a lot to offer. I was born and raised in Puerto Rico and I am bilingual. My office just moved to a high Hispanic community which enables me to help this group much more easily.

My greatest accomplishment to date

My greatest accomplishment to date is getting as far as I have on my own. Also passing the series 65 was very challenging and was wonderful to achieve.

My personal/professional goals

My goal is to grow my business and build a team in order to help more people.

What/Who has inspired me the most

A few things inspire me such as my family, my religion and my love for talking to and helping people.

I most want to be known/remembered for

I most want to be remembered for being honest and helping to make a positive difference in the lives of others.

I have received the following Honors/Awards/Scholarships

I received The National Leadership for Ski Patrol

I support the missions of these charities/volunteer my time

I support my local church.

I enjoy the following hobbies/interests

I enjoy dancing, reading and bowling.

You can find me on these places

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