Marie Casas

Technology Entrepreneur and Personal Finance Advocate

Philippines

Current
  • Financial Advisor at Sun Life Financial
  • SEM Professional,Social Media Consultant at MarketingVA.Net
  • CMO/CFO, Co-Founder at Pigmata Media Inc.
Past
  • Independent Distributor at Nu Skin Enterprises Philippines
  • Management trainee at Unilever Philippines
  • Business Finance Officer at Standard Chartered Bank
  • National President at NFJPIA
  • VIP Intern at UNICEF Philippines
  • Secretary-General at National Federation of Junior Philippine Institute of Accountants
Education
  • De La Salle University
  • De La Salle University
  • Manresa School
Connections
84 connections
Industry
Internet
Websites

Marie Casas’s Summary

Licensed certified public accountant with high enthusiasm for increasing the level of financial literacy of Filipinos. National student leader with graduate qualifications in Mathematics and degrees in Applied Economics and Accountancy. Financial planner and educator, specializing in young adults and couples.
Engaged in direct and alternative channels of marketing through the Internet. Student, practitioner, and researcher of entrepreneurship, financial markets, and marketing. Financial analyst trained in a mix of technicals and fundamentals.

Marie Casas’s Specialties:

Information technology, tech startups, tax and investment strategies, wealth creation, business and tax law, financial analysis, internet marketing, email marketing, business planning, viral marketing, financial planning


Marie Casas’s Experience

  • Financial Advisor

    Sun Life Financial

    (Public Company; 10,001 or more employees; SLF; Insurance industry)

    July 2008Present (3 months)

    Licensed by the Insurance Commission, I help clients choose insurance policies that suit their needs. Clients may be individuals, families, or businesses. several companies. I use a formula called capital needs analysis to find out how much protection your family or your business needs. Life insurance includes term insurance, variable universal life (VUL), endowment and whole life insurance, and business insurance. Pension plans, pre-need plans, and mutual funds are also possible for investment.

  • SEM Professional,Social Media Consultant

    MarketingVA.Net

    (Marketing and Advertising industry)

    November 2006Present (1 year 11 months)

    I work with entrepreneurs and self-motivated individuals who want to focus on their core competencies.

    I act as their business associate for marketing, financials, and events management (a.k.a. executive assistant or virtual assistant).

  • CMO/CFO, Co-Founder

    Pigmata Media Inc.

    (Information Technology and Services industry)

    November 2006Present (1 year 11 months)

    Brand development, web site traffic growth, advertising revenue. Developed brand strategy and statistics systems. Financial and administrative supervision. Liasons with current and potential joint venture partners and investors.

  • Independent Distributor

    Nu Skin Enterprises Philippines

    (Public Company; 1001-5000 employees; Health, Wellness and Fitness industry)

    January 2007June 2007 (6 months)

    Demonstration of skin care products, distribution of FDA-approved health supplements to improve wellness and longevity (improving cholesterol, stress, high blood pressure, arthritis, and other health conditions, distribution of high-quality skin care products (general skin care and special acne and scar treatment)

  • Management trainee

    Unilever Philippines

    (Public Company; 1001-5000 employees; Consumer Goods industry)

    September 2006March 2007 (7 months)

  • Business Finance Officer

    Standard Chartered Bank

    (Public Company; Financial Services industry)

    20062006 (less than a year)

  • National President

    NFJPIA

    (Educational Institution; 10,001 or more employees; Non-Profit Organization Management industry)

    May 2004April 2005 (1 year)

  • VIP Intern

    UNICEF Philippines

    (Financial Services industry)

    20052005 (less than a year)

  • Secretary-General

    National Federation of Junior Philippine Institute of Accountants

    (Non-Profit; 10,001 or more employees; Non-Profit Organization Management industry)

    May 2003April 2004 (1 year)


Marie Casas’s Education

  • De La Salle University

    Masters, Mathematics, 20072008

  • De La Salle University

    20012005

    Activities and Societies:
    National Federation of Junior Philippine Institute of Accountants, National President 2004-2005
    Finalist, The Outstanding Coeds & The Outstanding Young Men, 2003
    Recipient of Community Development Leadership Award
  • Manresa School

    19972001


Additional Information

Marie Casas’s Websites:

Marie Casas’s Groups:

National Federation of Junior Philippine Institute of Accountants, Philippine Institute of Certified Public Accountants

  •    Link Silicon Valley, LLC
  •    On Startups - The Community For Entrepreneurs
  •    Data & Text Analytics Professionals (850+ members)
  •    Harvard Project for Asian and International Relations (HPAIR) Business Conference - Hong Kong, 2007
  •    Next Gen Market Research (Consumer Insights) >800 members
  •    Plaxo.com
  •    Marketing Executives Group
  •    The Certified Public Accountants Group
  •    De La Salle University Alumni (DLSUAA)
  •    SEO Philippines
  •    Women Who Tech
  •    MarketingProfs
  •    .seo
  •    De La Salle University Manila Philippines Alumni Association
  •    Ypulse Networking For Youth Media & Marketing Professionals

Marie Casas’s Honors:

A handful of student leadership and community development awards and academic honors


Marie Casas’s Contact Settings

Interested In:

  • career opportunities
  • consulting offers
  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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