I have been a Project Manager since 2003 in an IT company. I handled project management tasks from Project Initiation, Planning, Execution, Monitoring and Project Closure. I was a certified Project Management Professional (PMP®). I also handled multiple projects within a section, mainly coordinating with other project managers assigned to the projects under our team. I also handled Staff Management role.
I also became a Financial Advisor in 2018 in a Life Insurance company. I am a Certified Wealth Planner (CWP®), Certified Risk Planner, Philippines (CRPP®), Certified Investment Planner, Philippines (CIPP®) and a Certified Estate Planner, Philippines (CEPP®). I am already handling about 300 clients.
I became a Unit Manager in the same Life Insurance company in 2019. I recruit financial advisors, provide training for them through mentoring and coaching sessions, and joint field works, and supervise them.
Being a manager, I have trained/instructed office and admin assistants since year 2000. Being a project manager myself, I can do project coordination and quality assurance.
I have more than 15 years of project management experience in an IT company.
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