Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
JAY TIENGO

JAY TIENGO

PANABO,Davao del Norte

Summary

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

4
4
years of professional experience
4
4
years of post-secondary education

Work History

Financial Advisor

FWD LIFE INSURANCE
Davao City
09.2017 - 11.2021
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.

Education

Bachelor of Science - Fisheries

Davao Del Norte State College, Panabo City
06.2009 - 04.2013

Skills

Investment planning

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Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Financial Advisor - FWD LIFE INSURANCE
09.2017 - 11.2021
Davao Del Norte State College - Bachelor of Science, Fisheries
06.2009 - 04.2013

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JAY TIENGO