Lee Holgado Email and Phone Number
Lee Holgado personal email
- Valid
Lee Holgado is a Independent financial advisor at Greatway Financial Inc.. They possess expertise in customer service, sales, management, sales management, marketing and 10 more skills.
Greatway Financial Inc.
View- Website:
- greatwayfinancial.com
- Employees:
- 626
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Senior Managing BrokerGreatway Financial Inc. Sep 2022 - PresentVictoria, British Columbia, Canada -
Financial AdvisorSelf-Employed Oct 2020 - PresentWinnipeg, Manitoba, Canada
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Layup TechnicianBoeing Jan 2018 - PresentWinnipeg, Canada Area -
Assistant To The ControllerWaverley Mitsubishi Jun 2013 - PresentWinnipeg, Canada AreaAssist the controller to all financial operations and reports including month and year end and bank and account reconciliation. Participate in preparation of data for annual audit to ensure the profit gain of the company.Maintain exceptional relationship with buyers and renew contract doing business with the company.Kept and review contracts for new business ventures/partnership of company.Coordinate with warranty companies about customer inquiries and remittances/dealership’s profit on sold products.Process all the deals which includes proper documentation and reconcile sales commission.Ensure that all customer’s contract is funded by financial institutions.Ensure all government tax remittances in a timely manner.Conduct credit investigation of potential customers.Responsible for completion of proper costing of product for selling. Update confidential banking information of business and supply data needed for analysis of financial statement. Conduct physical inventory by ensuring all the purchased goods matches on the system. -
Assistant ControllerWaverley Mitsubishi Apr 2013 - PresentWinnipeg, Canada Area -
Accounting ManagerAudi Victoria Sep 2021 - May 2023Victoria, British Columbia, Canada -
OwnerBenediction Trading Aug 2010 - Apr 2013
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Business OwnerBenediction Trading Aug 2010 - Apr 2013Batangas PhilippinesLed aspects of business operation including bookkeeping, budgeting, pricing, and inventory, warehousing to determine available funds within the business and generate income.Negotiated contracts with suppliers to ensure quality and best price offered of goods. Create business proposal to new and existing clients.Ensured compliance with licensing, taxation, and completion of required paperwork to document all business transactions and follow business regulations.Formulated policies and credit terms of merchandise for customers, to ensure possible delivery times that works with the client’s schedule.
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Business OwnerSelf-Employed Aug 2009 - Apr 2013Philippines
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Territory ManagerUnioil Petroleum Philippines, Incorporated Aug 2010 - Nov 2011Ortigas City PhilippinesWorked alongside the chemical engineers to perform oil analysis during client’s plant visit for consultative and solution sales.Conduct regular business reviews with customers and suppliers.Conduct business presentations and round table discussion with prospective client to develop new accounts.Research and prospects new opportunities in a given territory and specially to existing clients based on the needs to deliver to end users.Performed outside sales with cold calls for further leads and preserve long-term relationships with existing clients by monitoring the quality of supplies and services provided.Developed strong relation with the company's direct customers and kept in touch with the end user to understand the customer demand.Achieved sales target in the given territory and prepared price quotations; developing a healthy and competitive environment among the team members. -
Senior Sales ExecutiveGx International May 2005 - Mar 2010Muntinlupa PhilippinesResponsible for product presentations and round table discussion to hospital staff and pharmacists to generate business.Handles Hospital, Commercial and Industrial accounts in a given area.Research through probing medical doctors, pharmacy owner, medical staff and purchasers, on new opportunities and market segmentation of the products.Built long-term relationships with all levels of hospital staff including doctors, nurses, medical secretaries, pharmacists, and purchasing officers, to maximize sales and obtain ideas for product segmentation, feedback for product development and marketing strategies.Developed monthly business reviews to monitor sales performance.Conducted product presentations to penetrate the market and make the goods available within the area assigned.Exceeded sales targets by 201% in three consecutive years and recognized as Medical Sales Representative of the Year and Century of the Year.
Lee Holgado Skills
Lee Holgado Education Details
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Certificate Of Management And Administration -
Techincal Vocational HighschoolA -
College Of The Holy SpiritMathematics And Computer Science
Frequently Asked Questions about Lee Holgado
What company does Lee Holgado work for?
Lee Holgado works for Greatway Financial Inc.
What is Lee Holgado's role at the current company?
Lee Holgado's current role is Independent financial advisor.
What is Lee Holgado's email address?
Lee Holgado's email address is le****@****ail.com
What schools did Lee Holgado attend?
Lee Holgado attended University Of Manitoba, Techincal Vocational Highschool, College Of The Holy Spirit.
What skills is Lee Holgado known for?
Lee Holgado has skills like Customer Service, Sales, Management, Sales Management, Marketing, Team Building, Marketing Strategy, Negotiation, Leadership, Aircraft Maintenance, Data Analysis, Small Business.
Who are Lee Holgado's colleagues?
Lee Holgado's colleagues are Darian Williams, Karina Abeleda, Jen Q, Romeo Zuniga, Ibella Sevilla, Bernadette Cajuguiran, Teresita Lusterio.
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Lee Holgado
Philippines1yahoo.com.ph -
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