Associate Client Service Manager with 18 years of comprehensive experience in financial operations, high-net-worth client advisory, and fraud prevention. Proven track record managing Large Mega portfolios and serving as the dedicated ACSM for a high-priority Ultramega VVIP account. Fully credentialed with the ASPPA Retirement Plan Fundamentals (RPF) certificate. Expertly blends a decade of international banking experience at Emirates NBD (Sales, Virtual Relationship Management, Risk) and critical wealth operations at Wells Fargo Philippines (Fraud Detection, IRAs, Brokerage accounts) to deliver seamless plan administration. A dedicated leader who pairs sophisticated risk and compliance management with a commitment to mentoring and onboarding new talent.
