Carlo

Qualified U.K. Paraplanner IAD - Wealth Mngt & Ops Skills

Verified

Overview

Video Introduction

Looking for Full-time work (8 hours/day) at $3.31/hour ($582.40/month)

Educational Degree

Post-graduate degree (Masters, Doctorate, etc.)

Availability

Full-time

Portfolio / Website

Not specified

Top Skills

Financial PlanningTime ManagementOperation Management

Last Active

July 24th, 2025 (1 year ago)

Member Since

February 3rd, 2025

"My Filipino specialist who is absolutely amazing..go get your OFS today!"

Eden Einav

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About

I am a qualified financial services professional bringing 10+ years of progressive banking and wealth management operations experience in both back office and middle office role across different countries (U.K., Jersey, Dubai, Hong Kong and Manila). I perform well through collaboration with peers and stakeholders from different backgrounds and expertise. I attribute my success through continuous learning of new processes/products that is outside of my comfort zone and professional progression through completion of relevant qualifications (U.K. CISI IAD ACSI IOC) and trainings.