Technology Entrepreneur and Personal Finance Advocate
Philippines
Technology Entrepreneur and Personal Finance Advocate
Philippines
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.
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
(Public Company; 10,001 or more employees; SLF; Insurance industry)
July 2008 — Present (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.
(Marketing and Advertising industry)
November 2006 — Present (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).
(Information Technology and Services industry)
November 2006 — Present (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.
(Public Company; 1001-5000 employees; Health, Wellness and Fitness industry)
January 2007 — June 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)
(Public Company; 1001-5000 employees; Consumer Goods industry)
September 2006 — March 2007 (7 months)
(Public Company; Financial Services industry)
2006 — 2006 (less than a year)
(Educational Institution; 10,001 or more employees; Non-Profit Organization Management industry)
May 2004 — April 2005 (1 year)
(Financial Services industry)
2005 — 2005 (less than a year)
(Non-Profit; 10,001 or more employees; Non-Profit Organization Management industry)
May 2003 — April 2004 (1 year)
Masters, Mathematics, 2007 — 2008
2001 — 2005
1997 — 2001
National Federation of Junior Philippine Institute of Accountants, Philippine Institute of Certified Public Accountants
A handful of student leadership and community development awards and academic honors