Katrina Reyes
Client Services Officer at Beresfords Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Metro Manila, National Capital Region, Philippines, PH
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Credentials
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DFP 4 - Securities and Managed Investments
Kaplan Professional -
DFP1 - Financial Planning Fundamentals
Kaplan Professional -
DFP2 - Insurance and Risk Protection
Kaplan Professional -
DFP3 - Superannuation and Retirement Planning
Kaplan Professional
Experience
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Beresfords Wealth Management
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Australia
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Financial Services
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1 - 100 Employee
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Client Services Officer
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Nov 2022 - Present
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Financial Planning Assistant
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Jan 2019 - Oct 2022
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Marsh & McLennan Companies
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Belgium
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Business Consulting and Services
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1 - 100 Employee
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Policy and Client Administrator
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Jun 2017 - Dec 2018
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JG Summit Holdings Inc.
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Philippines
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Investment Management
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300 - 400 Employee
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Senior Insurance Associate
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Jun 2013 - May 2017
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Banco de Oro, Universal Bank, Inc.
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Philippines
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700 & Above Employee
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Sales Loan Assistant
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Jun 2011 - Feb 2013
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Education
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2019 - 2020
Kaplan Professional
Diploma of Financial Planning (RG146), Financial Planning and Services -
2007 - 2011
Technological University of the Philippines
Bachelor’s Degree, Bachelor of Science in Entrepreneurial Management
Community
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