Anna Lissa Lumanlan
San Jose Del Monte, Bulacan
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
35
35
years of professional experience
Work History
Financial Advisor
Sun Life Insurance Company
02.2023 - Current
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Casino Manager
Naga World Corporation
04.1995 - 06.2022
- Collaborated with other department heads to create a seamless guest experience across all areas of the casino.
- Enhanced security measures, reducing instances of theft and ensuring patron safety within the establishment.
- Implemented employee training programs to enhance staff skills and knowledge in the casino industry.
- Analyzed financial data to make informed decisions on budgeting, staffing, and resource allocation within the casino.
- Monitored gaming operations continuously to check on dealers and players.
- Kept games fair by proactively identifying and removing suspected cheaters.
Casino Dealer
Star Cruises Genting World
02.1994 - 11.1994
- Ensured game integrity by meticulously following gaming procedures and monitoring player activity.
- Showcased adaptability by proficiently dealing multiple table games according to casino requirements.
- Increased table game efficiency with effective chip handling and accurate card dealing techniques.
- Boosted casino revenue by effectively managing the pace of the game and encouraging customer participation.
- Skillfully managed the float, accurately balancing chips at the end of each shift with minimal discrepancies.
- Created enjoyable atmosphere for players by engaging patrons in positive and entertaining conversation.
- Enforced game rules to maintain fair paly and avoid disputes.
Assistant Restaurant Manager
Kentucky Fried Chicken, KFC
07.1991 - 10.1993
- Oversaw inventory control practices, reducing waste and maintaining optimal stock levels.
- Monitored daily cash transactions, ensuring accuracy in all financial reporting processes.
- Enhanced customer satisfaction by addressing and resolving complaints promptly and professionally.
- Conducted regular performance evaluations, providing constructive feedback for professional growth.
- Supervised all areas of restaurant to keep it clean and well-maintained.
- Verified prepared food met standards for quality and quantity before serving to customers.
- Inspected equipment and machinery for proper working condition and directed staff to clean and repair as needed.
- Maintained kitchen cleanliness and sanitation through correct procedures and scheduled cleaning of surfaces and equipment.
Store Supervisor
Goldilocks Bakeshop
09.1989 - 04.1991
- Enhanced customer experience through attentive service and prompt resolution of issues.
- Supervised daily store activities to ensure smooth operations, proper staffing levels, and adequate inventory control.
- Developed a positive work environment by fostering teamwork, providing regular feedback, and acknowledging employee accomplishments.
- Handled escalated customer complaints professionally, offering appropriate resolutions to ensure satisfaction and maintain positive brand reputation.
- Improved store efficiency by implementing effective inventory management and product merchandising techniques.
- Worked with store management to implement company safety programs and awareness, reducing workers' compensation costs.
- Supervised daily operations by directing customer service, inventory and sales operations.
Education
Bachelor of Science - Hotel And Restaurant Management
Polytechnic University of The Philippines
Santa Mesa, Metro Manila, Philippines04.1989
Skills
- Financial Advising
- Financial Planning
- Insurance Planning
- Insurance decisions
- Client Relations
Reading, watching movies and cooking
We deal in so many things everyday in our life that made us so exhausted, physically and mentally. Having hobbies help us to be more relax and rejuvenated. During my free time I make sure that i have "me time" to be able to do all my hobbies that I enjoyed doing, and because of this I am a brand new person again ready to face the new day.
Additional Information
Before I joined Sun Life as a Financial Advisor, I was an OFW for 27yrs working as a Casino Manager for 7yrs at Naga World Corporation at Phnom Penh City, Cambodia. I started as a Casino Dealer and because of my passion for work and handwork I made it to the top. Meeting different people from all walks of life made me confident and ready to face a new chapter in my life.
Timeline
Financial Advisor
Sun Life Insurance Company
02.2023 - Current
Casino Manager
Naga World Corporation
04.1995 - 06.2022
Casino Dealer
Star Cruises Genting World
02.1994 - 11.1994
Assistant Restaurant Manager
Kentucky Fried Chicken, KFC
07.1991 - 10.1993
Store Supervisor
Goldilocks Bakeshop
09.1989 - 04.1991
Bachelor of Science - Hotel And Restaurant Management
Polytechnic University of The Philippines
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