Lee Holgado

Lee Holgado Email and Phone Number

Independent financial advisor @ Greatway Financial Inc.
calgary, alberta, canada
Lee Holgado's Location
Winnipeg, Manitoba, Canada, Canada
Lee Holgado's Contact Details

Lee Holgado personal email

About Lee Holgado

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.

Lee Holgado's Current Company Details
Greatway Financial Inc.

Greatway Financial Inc.

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Independent financial advisor
calgary, alberta, canada
Employees:
626
Lee Holgado Work Experience Details
  • Greatway Financial Inc.
    Senior Managing Broker
    Greatway Financial Inc. Sep 2022 - Present
    Victoria, British Columbia, Canada
  • Self-Employed
    Financial Advisor
    Self-Employed Oct 2020 - Present
    Winnipeg, Manitoba, Canada
  • Boeing
    Layup Technician
    Boeing Jan 2018 - Present
    Winnipeg, Canada Area
  • Waverley Mitsubishi
    Assistant To The Controller
    Waverley Mitsubishi Jun 2013 - Present
    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.
  • Waverley Mitsubishi
    Assistant Controller
    Waverley Mitsubishi Apr 2013 - Present
    Winnipeg, Canada Area
  • Audi Victoria
    Accounting Manager
    Audi Victoria Sep 2021 - May 2023
    Victoria, British Columbia, Canada
  • Benediction Trading
    Owner
    Benediction Trading Aug 2010 - Apr 2013
  • Benediction Trading
    Business Owner
    Benediction Trading Aug 2010 - Apr 2013
    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.
  • Self-Employed
    Business Owner
    Self-Employed Aug 2009 - Apr 2013
    Philippines
  • Unioil Petroleum Philippines, Incorporated
    Territory Manager
    Unioil Petroleum Philippines, Incorporated Aug 2010 - Nov 2011
    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.
  • Gx International
    Senior Sales Executive
    Gx International May 2005 - Mar 2010
    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.

Lee Holgado Skills

Customer Service Sales Management Sales Management Marketing Team Building Marketing Strategy Negotiation Leadership Aircraft Maintenance Data Analysis Small Business Business Development Account Management Accounting

Lee Holgado Education Details

  • University Of Manitoba
    Certificate Of Management And Administration
  • Techincal Vocational Highschool
    Techincal Vocational Highschool
    A
  • College Of The Holy Spirit
    College Of The Holy Spirit
    Mathematics 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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