Jodanne Verdejo
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Jodanne Verdejo Email & Phone Number

Private Wealth Associate l Multi-tasker who enjoys getting results as much as food and travelling at Milford
Location: Auckland, Auckland, New Zealand 12 work roles 3 schools
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Current company
Milford
Role
Private Wealth Associate l Multi-tasker who enjoys getting results as much as food and travelling
Location
Auckland, Auckland, New Zealand
Company size
145 employees

Who is Jodanne Verdejo? Overview

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Quick answer

Jodanne Verdejo is listed as Private Wealth Associate l Multi-tasker who enjoys getting results as much as food and travelling at Milford, a company with 145 employees, based in Auckland, Auckland, New Zealand. AeroLeads shows a matched LinkedIn profile for Jodanne Verdejo.

Jodanne Verdejo previously worked as Private Wealth Associate at Milford and Data Integrity Administrator at Nzx Limited. Jodanne Verdejo holds Nz Certificate In Financial Services (Level 5), Financial Planning And Services from Open Polytechnic Of New Zealand.

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Milford

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Profile bio

About Jodanne Verdejo

Currently working as a Private Wealth Associate assisting private wealth advisers.Previously, I have worked more than two years as a Custody Administrator under an international bank where I had handled position reconciliation for fund of hedge funds, and more recently, as an investment and KiwiSaver administrator with a KiwiSaver provider.As a professional, I strive to do beyond what is asked and deliver the best output. My goal is to provide value to every person I encounter.When I'm not working, I'm either eating, watching some series, volunteering at our local church, swimming, or catching up with some friends. Or maybe doing a couple of those things at the same time!If you believe that I could be of assistance to you and your company (or maybe you just want to chat), please feel free to say hello.

Listed skills include Microsoft Office, Microsoft Excel, Powerpoint, Microsoft Word, and 11 others.

Current workplace

Jodanne Verdejo's current company

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Milford
Milford
Private Wealth Associate l Multi-tasker who enjoys getting results as much as food and travelling
auckland, auckland, new zealand
Website
milfordasset.com
Employees
145
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Company profile
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12 roles

Jodanne Verdejo work experience

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

Private Wealth Associate

Current
Milford

Auckland, New Zealand

Job specifications:- Assisting Private Wealth Advisers with client onboarding, trades, and daily admin work- Create investment plans that best meet the client’s financial needs- Nurture client relationships by providing assistance in concerns regarding the client portal, AML documentation, deposit and withdrawal requests, sending reports, etcKey.

Dec 2021 - Present

Data Integrity Administrator

Nzx Limited

Auckland, New Zealand

Job specifications- Handled KiwiSaver administration. From on-boarding members to making sure that their contributions are allocated timely- Liaised and build relationships with Financial Advisers as well as internal stakeholders - Processed payroll superannuation contributionsKey achievements:- One of the key people in a newly launched, highly specialised.

Jul 2020 - Dec 2021

Claims Consultant

Nib New Zealand

Auckland, New Zealand

  • Job specifications:
  • Processed medical claims from different clients
  • Analyzed and approved / denied claims depending on the situation
  • Communicated with clientsKey achievements:
  • Was given the authority to approve claims after only a few days of training
  • Processed an average of 100 claims a day, more than the team’s average of 60 claims a day.
Feb 2018 - May 2018

Claims Officer

Acc

Dunedin, New Zealand

  • Job specifications:
  • Processed purchase orders for different client surgery claims
  • Sent approvals to clients and specialists
  • Liaised with hospitals and claims managersKey achievement: Completed items above the team’s benchmark, processing an average of 45-50 approvals per day.
Jul 2017 - Oct 2017

Financial Consultant

Pru Life Uk

Alabang, Muntinlupa City

  • Job specifications:
  • Seeked new client base
  • Conducted life stage financial planning
  • Created insurance proposals based on the client’s risk appetite
  • Client relationship managementKey achievement: Was awarded as one of the Top Rookies of the branch
Aug 2015 - Apr 2017

Custody Administrator - Fund Of Hedge Funds

Hsbc

Northgate Cyberzone Alabang, Muntinlupa

  • Job specifications:
  • Annually: Check and update our process’ operation manual Updated the team’s leave calendar Conducted training
  • Monthly: Created month-end long outstanding statement reportsPrepared team’s monthly consolidated working fileManaged the data retention matrixCreated allocation for static data updating for the monthOrganized team.
  • Weekly Prepared outstanding reports for business partnersAttended meetings with stakeholders for updates and concerns
  • Daily: Created daily team reconciliation allocationHandled statement administrationReconciled fund positions Created break statistics reportProcessed static data updating Communicated with different clients and fund.
  • Was given supervisorial tasks
Aug 2014 - Apr 2017

Marketing And Finance Officer

Laurio'S Pansit Malabon

Cavite, Philippines

  • Job specifications:
  • Managed the whole flow of business
  • Managed employees
  • Ensured quality of products produced
  • Created marketing materials
  • Overlooked social media marketing
May 2013 - Apr 2017

Intern

Hong Kong And Shanghai Banking Corporation
Nov 2012 - Mar 2013

Artistic Director

Anyo Theatre Company

Create annual events plan, budget projection, conduct workshop, write scripts, direct, draw stage lay-out, generate sponsors, advertise

May 2011 - Mar 2012

Head Writer

Ink, The Official Newsletter Of Enderun Colleges
Nov 2009 - Mar 2012
Team & coworkers

Colleagues at Milford

Other employees you can reach at milfordasset.com. View company contacts for 145 employees →

CM Cameron Mclay Cameron Mclay Colleague at Milford Auckland, Auckland, New Zealand, New Zealand View → JH Julian Hanna Julian Hanna Colleague at Milford Auckland, Auckland, New Zealand, New Zealand View → NR Nicky Reid Nicky Reid Colleague at Milford Auckland, Auckland, New Zealand, New Zealand View → TW Tyson Walker Tyson Walker Colleague at Milford Wanaka, Otago, New Zealand, New Zealand View → CD Charlie Dent Charlie Dent Colleague at Milford Auckland, Auckland, New Zealand, New Zealand View → AS Alice Sandiford Alice Sandiford Colleague at Milford Auckland, Auckland, New Zealand, New Zealand View → VA Viola Au Viola Au Colleague at Milford Auckland, Auckland, New Zealand, New Zealand View → WB William Bilitaki William Bilitaki Colleague at Milford Auckland, Auckland, New Zealand, New Zealand View → RS Rahel Stuecker Rahel Stuecker Colleague at Milford Auckland, Auckland, New Zealand, New Zealand View → CP Christina Pollock Christina Pollock Colleague at Milford Auckland, Auckland, New Zealand, New Zealand View →
3 education records

Jodanne Verdejo education

Bs Business Administration, Finance And Wealth Management

Enderun Colleges

High School

Statefields School Inc.
FAQ

Frequently asked questions about Jodanne Verdejo

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

What company does Jodanne Verdejo work for?

Jodanne Verdejo works for Milford.

What is Jodanne Verdejo's role at Milford?

Jodanne Verdejo is listed as Private Wealth Associate l Multi-tasker who enjoys getting results as much as food and travelling at Milford.

Where is Jodanne Verdejo based?

Jodanne Verdejo is based in Auckland, Auckland, New Zealand while working with Milford.

What companies has Jodanne Verdejo worked for?

Jodanne Verdejo has worked for Milford, Nzx Limited, Nib New Zealand, Acc, and Pru Life Uk.

Who are Jodanne Verdejo's colleagues at Milford?

Jodanne Verdejo's colleagues at Milford include Cameron Mclay, Julian Hanna, Nicky Reid, Tyson Walker, and Charlie Dent.

How can I contact Jodanne Verdejo?

You can use AeroLeads to view verified contact signals for Jodanne Verdejo at Milford, including work email, phone, and LinkedIn data when available.

What schools did Jodanne Verdejo attend?

Jodanne Verdejo holds Nz Certificate In Financial Services (Level 5), Financial Planning And Services from Open Polytechnic Of New Zealand.

What skills is Jodanne Verdejo known for?

Jodanne Verdejo is listed with skills including Microsoft Office, Microsoft Excel, Powerpoint, Microsoft Word, Customer Service, Html, Research, and Social Media.

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