Maria Cristeta Clemente
Industrial Engineer; Financial Advisor
Summary
Conscientious Financial Advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
18
18
years of professional experience
6
6
Certifications
Work History
Financial Advisor
Sun Life Philippines
Calamba City, Laguna
10.2013 - Current
- 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.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Section Head
TDK Philippines Corporation
Binan City, Laguna
04.2009 - 07.2012
- Identified section KPIs and created measurement mechanism to track operations efficiency.
- Scheduled weekly section meetings to review emerging challenges, identify opportunities and recognize high-performing employees.
- Monitored production schedules and made adjustments to achieve compliance with preset timelines.
- Managed project technical, schedule and cost risk factors to facilitate completion while minimizing negative outcomes.
- Delivered weekly project updates to management to enhance program visibility and promote improved project performance.
- Conducted annual employee performance reviews to recognize achievements and identify areas needing improvement.
- Assigned employees to ongoing and special projects to realize adequate staffing and meet production schedule parameters.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Trained and guided team members to maintain high productivity and performance metrics.
- Compared production costs to budgetary guidelines and adjusted variables to achieve budget compliance.
Senior Production Supervisor
TDK Philippines Corporation
Binan City, Laguna
03.2005 - 04.2009
- Reviewed work for quality and compliance with company standards and design specifications.
- Standardized production procedures, job roles, and quality assurance guidelines.
- Created streamlined production schedules and collaborated with production employees to communicate objectives and goals.
- Sourced materials to keep up with production goals and meet customer demands.
- Resolved issues quickly to maintain productivity goals.
- Managed continuous improvement initiatives to drive gains in quality, flow, and output.
- Partnered with leadership on recruiting, hiring and coaching production personnel.
- Managed internal operational standards and productivity targets.
Education
MBA -
Colegio De San Juan De Letran
Calamba City, Laguna 09.2016 - 2023.09
Bachelor of Science - Industrial Engineering
University of Nueva Caceres
Naga City, Camarines Sur 06.1984 - 1989.03
Skills
Insurance decisions
undefinedCertification
Freelance Academy: Virtual Assistant and Social Media Marketing
Timeline
Google: Process Data from Dirty to Clean
03-2023
Google: Prepare Data for Exploration
01-2023
Google: Ask Questions to Make Data-Driven Decisions
12-2022
Freelance Academy: Virtual Assistant and Social Media Marketing
05-2022
MBA -
Colegio De San Juan De Letran
09.2016 - 2023.09
Licensed, Securities and Exchange Commission
05-2014
Financial Advisor
Sun Life Philippines
10.2013 - Current
Licensed, Insurance Commission
10-2013
Section Head
TDK Philippines Corporation
04.2009 - 07.2012
Senior Production Supervisor
TDK Philippines Corporation
03.2005 - 04.2009
Bachelor of Science - Industrial Engineering
University of Nueva Caceres
06.1984 - 1989.03
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