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Anna Galvez Email & Phone Number

Client Services Administrator at Protos EzyVA Pampanga Inc.

Location: Central Luzon, Philippines 1 work role 1 school

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✓ Verified August 2026 3 data sources Profile completeness 100%

Current company

Protos EzyVA Pampanga Inc.

Role

Client Services Administrator

Location

Central Luzon, Philippines

Company size

40 employees

Who is Anna Galvez? Overview

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Quick answer

Anna Galvez is listed as Client Services Administrator at Protos EzyVA Pampanga Inc., a with 40 employees, based in Central Luzon, Philippines. AeroLeads shows a matched LinkedIn profile for Anna Galvez.

Anna Galvez holds Bachelor'S Degree, Bachelor Of Science In Commerce Major In Banking And Finance from Pampanga Colleges.

Company email context

Email format at Protos EzyVA Pampanga Inc.

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Protos EzyVA Pampanga Inc.

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Profile bio

About Anna Galvez

I have been working remotely for Financial Planning businesses in Australia since May of 2014. I 've been exposed to a lot of admin task like entering client personal, super, investments and insurance details in XPlan. I prepare third party authority and once signed email it to fund provider. I collect Super and Insurance details and update XPlan. I prepare reports needed for client Annual Review meeting. I can do wealthsolver based on adviser recommendation. I prepare ROA and draft SOA under advice constructor in Xplan. Generate PDS, Research reports, Fund Profiles & TMDs. I review signed ROA & SOA and prepare implementation like completing application forms, rolling over Super, doing online trade, setting up regular investments, setting up dollar cost averaging investments, setting up monthly pension payments and the like based on approved advice recommendations. I'm also familiar in using Worksorted (CRM). I have experience in reconciling transactions in Xero.

Listed skills include Customer Service, Xplan, Xero, and Microsoft Office 365.

Current workplace

Anna Galvez's current company

Company context helps verify the profile and gives searchers a useful next step.

Protos Ezyva Pampanga Inc.

Client Services Administrator

san fernando, pampanga, philippines

Website

protosoutsourcing.com

Employees

40

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Company profile

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1 role

Anna Galvez work experience

A career timeline built from the work history available for this profile.

Client Services Administrator

Protos Ezyva Pampanga Inc.

May 2014 - Present - Philippines

Currently working for Financial Planning business in Australia.

Team & coworkers

Colleagues at Protos EzyVA Pampanga Inc.

Other employees you can reach at protosoutsourcing.com. View company contacts for 40 employees →

AA

Arra Antonette Ejera Colleague at Protos Ezyva Pampanga Inc.Central Luzon, Philippines View → JR

Jimver Reyes Colleague at Protos Ezyva Pampanga Inc.Pampanga, Central Luzon, Philippines View → NC

Nazzaryne Cruz Colleague at Protos Ezyva Pampanga Inc.Central Luzon, Philippines View → DB

Djanellene Bustos Colleague at Protos Ezyva Pampanga Inc.Central Luzon, Philippines View → JL

Jo-Anne Labitag Colleague at Protos Ezyva Pampanga Inc.Bacolor, Central Luzon, Philippines View → RC

Reynaldo Carlos Colleague at Protos Ezyva Pampanga Inc.Central Luzon, Philippines View → JS

Jehb Sarabillo Colleague at Protos Ezyva Pampanga Inc.Central Luzon, Philippines View → JS

Jaymie San Juan Colleague at Protos Ezyva Pampanga Inc.Central Luzon, Philippines View → AC

Alfie Chiong Colleague at Protos Ezyva Pampanga Inc.Metro Manila, National Capital Region, Philippines View → SD

Shaina Dela Cruz Colleague at Protos Ezyva Pampanga Inc.Pampanga, Central Luzon, Philippines View →

1 education record

Anna Galvez education

Pampanga Colleges

Bachelor Of Science In Commerce Major In Banking And Finance

FAQ

Frequently asked questions about Anna Galvez

Quick answers generated from the profile data available on this page.

What company does Anna Galvez work for?

Anna Galvez works for Protos EzyVA Pampanga Inc..

What is Anna Galvez's role at Protos EzyVA Pampanga Inc.?

Anna Galvez is listed as Client Services Administrator at Protos EzyVA Pampanga Inc..

Where is Anna Galvez based?

Anna Galvez is based in Central Luzon, Philippines while working with Protos EzyVA Pampanga Inc..

What companies has Anna Galvez worked for?

Anna Galvez has worked for Protos Ezyva Pampanga Inc..

Who are Anna Galvez's colleagues at Protos EzyVA Pampanga Inc.?

Anna Galvez's colleagues at Protos EzyVA Pampanga Inc. include Arra Antonette Ejera, Jimver Reyes, Nazzaryne Cruz, Djanellene Bustos, and Jo-Anne Labitag.

How can I contact Anna Galvez?

You can use AeroLeads to view verified contact signals for Anna Galvez at Protos EzyVA Pampanga Inc., including work email, phone, and LinkedIn data when available.

What schools did Anna Galvez attend?