Wealth and Project Manager:- Private Practice / Independent / Family Office- Serving: Middle-Middle to Upper-Middle Income Individuals and Families in the Philippines - Digital Project Management, Marketing, and Operations- Portfolio and Risk Management- Financial and Investment Advisory- Asset Acquisition and Liquidation- Project / Business Planning and Management- Market Research and Analysis- Social Media Management- Legal and Administrative- Contract Reviews and Negotiations

- Responsible for providing client services on our state-of-the-art business intelligence tool (S&P Capital IQ PRO) by doing financial research, holding investigative conversations, driving product usage and knowledge, and high-level data-driven query resolutions.- Answer client queries via phone, email, chat, meeting, and other mediums from top financial institutions and professionals around the world and help them figure out data, tools, and regulations they are unable to utilize or understand on their own.- Continued learning and research on S&P product improvements, insurance industry developments, government regulatory updates, and world financial and economic news.- Handle and resolve day-to-day client cases in an accurate, effective, efficient, and professional manner. - Work and communicate daily with a global team composed of experienced financial analysts and experts.S&P Capital IQ Pro - Financial, Data, and Software AnalysisIndustry Focus - Global Insurance, US P&C, Health & Life Companies and Statutory FilingsService - Competitive Intelligence, Industry Research, and Data AnalyticsFunction - Associate/Analyst, Client Services

My primary goal is to teach my fellow Filipinos the value of Financial Planning and Risk Management. Since my father's passing, a personal advocacy of teaching Personal Financial Planning and Portfolio Risk Management has started. I am actively reaching out to my fellow Filipino so they can understand the value of securing and growing their finances for the well-being of their families and their future financial aspirations.- Financial Planner- Portfolio Risk Management- Personal Finance Consultation- Licensed Life Insurance Adviser- Corporate Solutions / Group Policy Adviser- UITF / Fund Investment / Licensed Wealth Specialist- Identify value-adding financial Instruments for my clients' portfolios

Brands:Haircut Encarnacion Francisco Salon. Inc. San Mateo Branch (franchise) (2016 - 2017)Fidez and Co. Creative Styling (2018 - 2020)Joeyfied 88 Beauty Hub focuses on beauty salon services for men and women. We aim to help the people of San Mateo Rizal to bring out their natural best through innovative salon services such as Haircut, Hair Rebonding, High-End Hair Treatment, Manicure, Pedicure and Hair Color Responsible for managing day to day salon (for men and women) operations.Key Responsibilities:- Operations Management- Business Development- Marketing and Advertisement- Digital Marketing- Strategy Consultation- Recruitment- Staff Management- Supplier and Inventory Management

Brands:Snack-O-Licious Snack House (2016)Daddy Joey's Snack Bar and Cafe (2018) LTDB Food Hub is a food and beverages business registered in Quezon City Philippines which offers fusion cuisine delectable merienda/snack dishes and drinks.We aim to bring restaurant quality experience and dishes to the inner streets of the Philippines, reaching the taste buds of the filipino majority with innovative and affordable food.Key Responsibilities:- Business Conceptualization- Food Innovation- Financing- Legal Management- Feasibility Management- Pricing- Marketing- Day to day operations and strategy- Supplier and Inventory Management- Digital Marketing

Responsible for management and coordination of Manulife Business Processing Services’ external and internal projects. Focuses on ensuring key projects are strategically branded, marketed and promoted through various platforms and mediums such as events, social media and advertisement. Collaborate with key Manulife teams/functions to ensure quality delivery of projects and initiatives. Key Responsibilities:• Project Management• Events Coordination• Strategic Branding and Marketing• External Relations- Digital Marketing• Project Costing• Risk Management• Delegate Management• Logistics• Market Research• Individual Contributor• Assemble internal groups and maintain network/contacts according to Project Needs

Responsible for the planning, administering, executing and communicating information in a non-voice environment to support insurance policy services, claims processing and underwriting in an insurance outsourcing domain. Maintains and updates records and databases in accordance with prescribed formats and system requirements.Key Responsibilities:• Team Officer in Charge• Quality Assurance/Checker• Plan Installer and System Conversion• Team Work Assignment and Scheduling Management• New Hire Trainer• Coaching Support• Basic Team Operation Report Management• Direct Process Improvement Initiatives

Responsible for the administering, executing and communicating information in a non-voice environment to support insurance policy services, disability claims processing and invoice calculations payment in an insurance outsourcing domain. Responsibilities:• Administrative Client Information Input• Disability Claims Support• Invoice Calculation and Payment