Jolanta Majewski is a results-driven professional with over ten years of experience in customer service, sales, financial services, and business development. Currently, as a Business Processor at Kaizen Wealth Advisors, she handles new business applications, verifies documentation, and ensures compliance with company policies. She also works closely with clients to gather information, resolve issues, and maintain accurate records.
Jolanta Majewski
Business Processor
With certifications as a Business Analyst and Agile Scrum Master, Jolanta thrives in dynamic work environments and delivers exceptional results. Her background includes roles such as Legal Assistant at Immigration Law Associates and New Business Developer at IT Experts Inc. She is proficient in English and Polish and skilled with Microsoft Office, Google Drive, and banking software. Jolanta’s attention to detail and strong communication skills make her a valuable asset to any team.
Independent and Objective
About Our Team
The team at Kaizen Wealth Advisors offers a wide range of experience and expertise. We believe this is critical to navigating through the complexities of the wealth management and financial services universe. Our culture also thrives on gathering input from as many team members as needed when delivering advice and guidance, and in developing the financial and retirement solutions for your unique needs.
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