Ana Loren Calanasan Email & Phone Number

• Educate clients on various financial matters and provide professional recommendations on investment opportunities, products and services based on each clients' individual needs.• Help individuals and families build and execute wealth management strategies based on unique goals and objectives.• Create business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.• Deliver strategy advisement to increase sale of the whole team by utilizing social media, Trello for time & client management and Canva for marketing & branding.Key Achievements:• Top 3 Advisor of the Year 2021 – Team Level• Top 10 Advisor in Case Count for October 2021 – Branch level

• Lead a team of 23 Application & Systems Analysts supporting Asia, Canada, USA & Europe.• Primary point of escalation by the Business Unit, upstream & downstream stakeholders• Building relationships with key organizations, systems owners, account managers & other executives.• Plan, develop strategy, present & implement improvement initiatives that will create process efficiencies and cost saving, and acquire new services into production.• Identify opportunities to leverage system capabilities to meet business requirements• Lead regular business reviews, produce & present metrics reports/KPI Development & Analysis• Participate in Audit Reviews & ensure compliance standards are met at all times• Work in collaboration with higher management on business planning, direction, & identification of opportunities for team growth & development• People Management - coaching, training & calibration, hiring, billing, & overall coordination with HR, Finance & IT dept.• Other duties/projects assigned from time to time within or beyond business hours as neededKey Achievements:• Re-designed and re-structured Global Service Delivery Support team by accepting new services, reviewing individual tasks, aligning with Business Unit needs & MBPS requirements, and built a diverse team of 20 analysts & 3 Technical Leads• Supported Manulife Shared Service Business upscale and evolve to be focused on Manila & Cebu• Conceptualized & executed the integration of two support teams from different divisions which includes accepting new applications, migration & decommissioning of services• Initiated housekeeping project to revisit processes, guidelines across all level support to strategically provide support to the business in terms of escalation, audit & BCP• Supported & pioneered the work from home program for business continuity services, flexibility in working arrangement & employee retention by participating in the planning, testing & deployment

• Manage day-to-day planning and operations to help the team meet its required level of service production.• Track and submit ideas and solution for service issues based on observations and analysis.• Conduct periodic training and calibration with the team members• Direct the Technical Lead for the achievement of SLA targets and goals.• Analyze programs opportunities and develop an action plan.• Ensure that necessary documentation and training is available to the team to support services and processes.• Conduct periodic training & calibration with team members• Assist in providing relevant KPI to local & on-shore management• Conduct performance review and evaluation & coach staff for further growth & develop• Drive the team in achieving its organisational goals & objectives• Perform managerial duties such as hiring, attendance/incentives management, billing, & overallcoordination with the support departments such as HR, Finance and IT• Other duties or projects assigned from time to time within or beyond business hours as needed

• Manage and execute daily service requests for changes to user accounts and groups, as well as access privileges for business applications• Follow documented procedures to appropriately fulfil service requests within a defined scope & time fram.• Communicate to customer that request has been received and/or fulfilled • Escalate service or documentation issues as dictated by process

Licensing Team, John Hancock DivisionProcess appointment and changes to the information of Manulife Agents

Bachelor'S Degree, Bs Financial Management And Systems Development

High School

Grade School / Elementary