2008
Bachelor of Science in Business Administration Major in Management Accounting
NCBA CUBAO
More Info About Me
I am a licensed Financial Advisor who manage personal investment portfolios, needs of each individuals with regards to investment, savings, health, general insurance and hmo.
I am a 2 time consecutive MDRT from 2020 and 2021
My Skills and Competencies
Social Media Management
Graphic Designer
Data Entry
Content Creator
Certificates
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My Experience and Education
2014
-
2020
AXA PHILIPPINES
(Financial Advisor)
- Managing client’s investment portfolio
- Market Updates
- Solving customer concerns
- Discussing client needs when it comes to health care, life insurance, general insurance, and whatever client needs for their life security
2012
-
2014
AIRGURUS LTD CO
(EXECUTIVE ASSISTANT OF THE CEO / BILLING)
Manage personal transactions of CEO, booking flights, bank transactions, set up meetings, appointments, monitoring office activities)
2008
-
2012
Metropolitan Bank and Trust Company
(Customer Service Representative)
Process Bank Transactions (opening of account ; day to day bank transactions like bills payment, time deposits, processing bank loans, telegraphic transactions, dealing customer concerns)
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Content Creator
Promote companies' products and services by developing copy for websites, social media, marketing materials.