Celina Magboo Manongsong
Financial Advisor
Summary
Motivated Financial Advisor with experience in advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
30
30
years of professional experience
Work History
Financial Advisor
Sunlife Of Canada Philippines, Inc.
05.2021 - Current
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Worked closely with the company to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Helped clients make informed decisions about financial future.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Collaborated with team members to streamline processes and improve overall client experience.
- Advised clients on investments, retirement and estate planning.
Staff Nurse
Bejasa General Hospital
02.2012 - 12.2012
Nurse Supervisor
Bauan General Hospital
04.2008 - 05.2010
Clinical Instructor
University Of Batangas
07.2005 - 01.2010
Staff Nurse
Bauan General Hospital
01.1994 - 04.2008
Education
Master of Arts - Nursing
Golden Gate Colleges
Batangas, Province Of Batangas, Philippines06.2007
Bachelor of Science - Nursing
St. Jude College
Manila, Metro Manila, Philippines06.1992
Skills
Time Management
undefinedTimeline
Financial Advisor
Sunlife Of Canada Philippines, Inc.
05.2021 - Current
Staff Nurse
Bejasa General Hospital
02.2012 - 12.2012
Nurse Supervisor
Bauan General Hospital
04.2008 - 05.2010
Clinical Instructor
University Of Batangas
07.2005 - 01.2010
Staff Nurse
Bauan General Hospital
01.1994 - 04.2008
Master of Arts - Nursing
Golden Gate Colleges
Bachelor of Science - Nursing
St. Jude College
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