Michelle Santa Maria

Client Services (Offshore Team)

Professional Journey

I joined Dalton Financial Partners as a Client Services Officer in November 2023, bringing over 5 years of experience in customer service, sales and marketing. Throughout my career, I've found fulfillment in meeting new people, delivering top-notch service, and fostering enduring professional relationships with clients.

What I cherish most about my role is its dynamic nature, which offers continuous learning opportunities and the chance to make a tangible impact on the company's success. Collaborating with colleagues and the potential for career growth further enrich the experience.

Qualifications

Bachelor of Science in Business Administration (Marketing Management) at the University of San Carlos

Philippine Licensed Insurance Agent and Real Estate Broker 

Life Beyond Financial Planning

Outside of work, I prioritize quality time with my partner and daughter, Summer, whether it's enjoying quiet moments with a good book at home or planning our next beach getaway