I am a licensed Financial Advisor with an MBA and more than a decade of professional experience spanning financial services, administration, operations, and customer relations. In my role at Sun Life of Canada (Phils.), I guide clients toward financial security by designing personalized strategies in insurance, investments, and retirement planning. I take pride in combining technical expertise with a client-focused approach, building trust and delivering long-term value.
My career has equipped me with a unique blend of skills across education, retail, and hospitality. As Administrative Staff at the University of the Cordilleras, I provided essential operational and organizational support to academic leaders. Earlier leadership and service roles including Assistant Branch Manager, Deli Supervisor, and Customer Service Representative allowed me to strengthen my management, customer engagement, and problem-solving abilities. These experiences shaped me into an adaptable, detail-oriented, and results-driven professional who thrives in both independent and collaborative environments.
With proven strengths in financial planning, client relationship management, and business operations, I am eager to contribute to an organization that values growth, excellence, and impact. I bring with me a track record of delivering results, a commitment to continuous development, and a passion for empowering people through financial literacy and sound business practices.
Let’s connect to explore career opportunities and collaborations where I can contribute my expertise, create impactful solutions, and drive long-term success.
