Experience

Solid Ground Consulting
• United States
• Non-profit Organizations
• 1 - 100 Employee
• Head of Sales and Events

  • Aug 2021 - Present


AIA Philam Life

• Philippines
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • Apr 2021 - Present

  PELORUS WEALTH BUILDERS TEAM (CBF FINANCIALS) Managing the daily/weekly/monthly agenda and arrange new meetings and appointments. Duty of clerical and administrative support in order to optimize workflow procedures. Assist Financial Advisors and Unit Manager by supporting them with planning and distributing information. Point of reference for all queries, requests or issues and will be an integral part of the Unit's workforce. Planning and overseeing new recruits and increasing the value of current FA while attracting new ones. Show less



American Academy of Financial Management (AAFM)

• Professional Training and Coaching
• 1 - 100 Employee

• Senior Sales Executive

  • Jun 2021 - Aug 2021

  Program Coordinator of Accredited Financial Analyst- A globally recognized training program administered by the American Academy of Financial Management and is promoted as the Industry standard for Professionals working in the Financial Services Industry such as Stocks Valuation, Research Analysts, Equity Analysts, Portfolio Managers & Investment Bankers. Senior Sales Executive- -Identifying leads, educating prospects on products through calls, trainings, presentations, and providing existing customers with exceptional support. Strong customer service, have a knack for closing deals, and are self-assured. -Maintains relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements. -Identifies product improvements or new products by remaining current on industry trends, market activities, and competitors. -Prepares reports by collecting, analyzing, and summarizing information. -Maintains quality service by establishing and enforcing organization standards. -Contributes to team effort by accomplishing related results as needed. Show less



The International Federation of Professional Managers (IFPM) Philippines

• Philippines
• Professional Training and Coaching
• 1 - 100 Employee

• Program Coordinator / Sales Associate

  • Apr 2014 - Oct 2019

  Guest services and communication. Managing unexpected problems and emergencies. Checking that speakers and performers have what they need and understand their cues. Guest services and communication. Managing unexpected problems and emergencies. Checking that speakers and performers have what they need and understand their cues.



Certified Management Accountants Philippines

• Philippines
• Accounting

• Sales And Marketing Associate

  • Apr 2014 - Sep 2019

  Managing daily administrative tasks to ensure the Marketing department runs smoothly. Conducting market research to identify new revenue opportunities. Gathering and analyzing consumer behavior data. Handle events every Saturday. Generate leads Email and phone handling management Arranges client's meeting and collect their payments. Managing daily administrative tasks to ensure the Marketing department runs smoothly. Conducting market research to identify new revenue opportunities. Gathering and analyzing consumer behavior data. Handle events every Saturday. Generate leads Email and phone handling management Arranges client's meeting and collect their payments.