Lee Holgado
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Lee Holgado Email & Phone Number

Senior Managing Broker at Greatway Financial Inc.
Location: Winnipeg, Manitoba, Canada 11 work roles 3 schools
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✓ Verified July 2026 3 data sources Profile completeness 100%

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Current company
Role
Senior Managing Broker
Location
Winnipeg, Manitoba, Canada
Company size

Who is Lee Holgado? Overview

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Quick answer

Lee Holgado is listed as Senior Managing Broker at Greatway Financial Inc., a with 626 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a matched LinkedIn profile for Lee Holgado.

Lee Holgado previously worked as Financial Advisor at Self-Employed and Layup Technician at Boeing. Lee Holgado holds Certificate Of Management And Administration from University Of Manitoba.

Company email context

Email format at Greatway Financial Inc.

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Greatway Financial Inc.

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Profile bio

About Lee Holgado

Lee Holgado is a Senior Managing Broker at Greatway Financial Inc.. They possess expertise in customer service, sales, management, sales management, marketing and 10 more skills.

Listed skills include Customer Service, Sales, Management, Sales Management, and 11 others.

Current workplace

Lee Holgado's current company

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Greatway Financial Inc.
Greatway Financial Inc.
Senior Managing Broker
calgary, alberta, canada
Employees
626
AeroLeads page
11 roles

Lee Holgado work experience

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

Financial Advisor

Self-Employed

Winnipeg, Manitoba, Canada

Layup Technician

Winnipeg, Canada Area

Assistant To The Controller

Winnipeg, Canada Area

Assist 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.

Accounting Manager

Victoria, British Columbia, Canada

Sep 2021 - May 2023

Owner

Benediction Trading
Aug 2010 - Apr 2013

Business Owner

Benediction Trading

Batangas Philippines

Led 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.

Aug 2010 - Apr 2013

Business Owner

Self-Employed

Philippines

Aug 2009 - Apr 2013

Territory Manager

Ortigas City Philippines

Worked 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.

Aug 2010 - Nov 2011

Senior Sales Executive

Muntinlupa Philippines

Responsible 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.

May 2005 - Mar 2010
Team & coworkers

Colleagues at Greatway Financial Inc.

Other employees you can reach at greatwayfinancial.com. View company contacts for 626 employees →

3 education records

Lee Holgado education

Aircraft Maintenance And Manufacturing Operations Program, Airframe Mechanics And Aircraft Maintenance Technology/Technician, A

Techincal Vocational Highschool

Activities and Societies: Volleyball, trekking, started firing range and archery

Bachelor'S Degree, Mathematics And Computer Science

College Of The Holy Spirit
FAQ

Frequently asked questions about Lee Holgado

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

What company does Lee Holgado work for?

Lee Holgado works for Greatway Financial Inc..

What is Lee Holgado's role at Greatway Financial Inc.?

Lee Holgado is listed as Senior Managing Broker at Greatway Financial Inc..

Where is Lee Holgado based?

Lee Holgado is based in Winnipeg, Manitoba, Canada while working with Greatway Financial Inc..

What companies has Lee Holgado worked for?

Lee Holgado has worked for Greatway Financial Inc., Self-Employed, Boeing, Waverley Mitsubishi, and Audi Victoria.

Who are Lee Holgado's colleagues at Greatway Financial Inc.?

Lee Holgado's colleagues at Greatway Financial Inc. include Erlinda Saculles, Sanjeev Thapar, Juliet Margaret Gundan, Swami Aggarwal, and Christy Ike.

How can I contact Lee Holgado?

You can use AeroLeads to view verified contact signals for Lee Holgado at Greatway Financial Inc., including work email, phone, and LinkedIn data when available.

What schools did Lee Holgado attend?

Lee Holgado holds Certificate Of Management And Administration from University Of Manitoba.

What skills is Lee Holgado known for?

Lee Holgado is listed with skills including Customer Service, Sales, Management, Sales Management, Marketing, Team Building, Marketing Strategy, and Negotiation.

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