CARLITO DURAN

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Ensured compliance with industry regulations and company policies while serving clients'' best interests.
• Established new client relationships by conducting thorough needs assessments during initial consultations.
• Recommend investment portfolios which in accord to their risk appetite.

• Developed and promulgate policies as the policy making body of cooperative.
• Evaluate acceptance of members together with the Board of Directors.
• Championed corporate social responsibility efforts, fostering a culture of ethical leadership and community engagement.
• Spearheaded investor relations initiatives, cultivating trust and transparency with members.

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.

• Create monthly financial reports such as Statement of Financial Condition, Income Statement, Statement of Cash Flows and Statement of Changes in Equity.
• Manage and train accounting and administrative staff.
• Hire accounting and administrative staff.
• Represent the company to any government regulatory agencies.

• Input high volume of monthly invoices with consistent accuracy.
• Managed accounts payable and receivables and payroll.
• Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.

1. Teaching students understand on basic accounting matters AS PART-TIME college teacher.

2. Collaborate with other faculty members for self and profesional development.