Justin Manzano
Financial Planner
San Marcelino
Summary
Driven and resourceful administrative professional with 5+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Executive Assistant
Lucky Twin J Feeds, Agricultural Supply & General Merchandise
San Marcelino
03.2016 - Current
- Implemented innovative business development strategies to increase customer base and expand market share.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Conducted market research to identify new opportunities and target markets.
Financial Planning Associate
Sun Life of Canada Phils. Inc.
Olongapo
03.2021 - 12.2022
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Developed recommendations specific to client's financial situation on variety of topics.
Marketing Director
International Marketing Group
Olongapo City
05.2018 - 12.2021
- Coordinated with creative team to generate dynamic marketing content and communication tools for promotional campaigns.
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Devised marketing plans using digital strategies, print advertising, and word of mouth tactics.
- Created innovative strategies to drive customer engagement.
Education
Bachelor of Science - Business Administration Major in Financial Mgt.
Columban College Inc.- Main Campus
Olongapo CIty, Philippines 06.2018 - 06.2022
No Degree - Financial Planning
Registered Financial Planners Institute
Diliman, Quezon City, Philippines 04.2001 -
Skills
Financial planning processes
Online marketing
Social media marketing
Webinar creation
Public speaking
Certification
Bookkeeping NCIII
Timeline
Bookkeeping NCIII
01-2025
Financial Planning Associate
Sun Life of Canada Phils. Inc.
03.2021 - 12.2022
Bachelor of Science - Business Administration Major in Financial Mgt.
Columban College Inc.- Main Campus
06.2018 - 06.2022
Marketing Director
International Marketing Group
05.2018 - 12.2021
Executive Assistant
Lucky Twin J Feeds, Agricultural Supply & General Merchandise
03.2016 - Current
No Degree - Financial Planning
Registered Financial Planners Institute
04.2001 -