2016
Bachelor of Science in Business Administration Major in Financial Management
New Era University
My Skills and Competencies
Social Media Management
Graphic Designer
Data Entry
Content Creator
Certificates
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My Experience and Education
2021
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2023
Prulife Insurance Corporation of UK
(Financial Advisor)
• Research and source potential clients and build long-term relationships with them.
• Evaluate the needs of our clients and propose plans that will meet the criteria, as well as the clients' financial status.
• Fill-out and submit applications, maintain client records and prepare reports.
• Deliver approved policies to new clients and explain benefits and risks of the policy.
2019
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2020
Citco International Support Services Limited
(Tax Accountant)
• Provide U.S tax analysis of transactions
• Handle tax reporting for investors and tax filings
• Interface with other areas of firm
• Contribute to delivery of K-1s to investors on a timely basis
2016
-
2019
Factset Philippines, Inc.
(Equity Research Analyst)
• Interpretation, analysis & updating of financial related data on publicly traded companies from various sources.
• Conduct comprehensive content workflow testing and further QA with assistance as required.
• Ensure all market data checks during our shift are completed without fail. Countries covered are Thailand, Vietnam, Indonesia, Malaysia, Hongkong, Singapore and China IFRS.
• Maintain up-to date knowledge of market policies and inform supervisor about issues related to work procedures.
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.