MARLON ECHANO
Licensed Financial Advisor / Teacher
Daet
Summary
Motivated Financial Advisor and Teacher 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
13
13
years of professional experience
11
11
years of post-secondary education
4
4
Certifications
Work History
Licensed Financial Advisor
Prulife UK
Bonifacio Global City, Taguig
06.2019 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Accountancy, Business and Management Teacher
Department Of Education
Daet
08.2016 - Current
- Held financial accounting, principles of marketing and operations management seminars and lectures at local organizations.
- Presented lectures and conducted discussions to increase students' knowledge and competence.
- Advised and counseled students to help them develop skills and knowledge required to succeed.
- Planned and implemented integrated lessons to meet national standards.
- Worked cooperatively with other teachers, administrators, and parents to help students reach learning objectives.
Research and Remediation Analyst
Wells Fargo Bank EGS
Taguig City
03.2014 - 12.2015
- Devised and implemented dispute resolution processes for the company, enabling fast resolution of disputes.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Analyzed, researched and resolved payment claims within required timeframes.
- Used sound judgment and available resources to make well-informed decisions for case approval or denial.
- Researched and analyzed individual parties' positions to understand dispute background.
Quality Analyst / Trainer
WIPRO BPO
Quezon City
11.2010 - 03.2013
- Developed and maintained quality assurance procedure documentation.
- Collaborated with management to provide training on improved processes and assisted with creation and maintenance of quality training.
- Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
- Led process improvement projects to help operations meet and exceed quality standards and reduce costs.
- Developed training materials, SOPs and work instructions to supplement new team member onboarding.
Education
MBA - Business Administration And Management
Camarines Norte State College
Daet, Camarines Norte 06.2019 - Current
Bachelor of Arts - Theology
JHMT School of Ministries
Quezon City 05.2022 - 07.2023
Professional Education Course - Social Science
Mabini Colleges
Daet, Camarines Norte 11.2015 - 04.2016
Bachelor of Science in Commerce - Financial Management And Managerial Accounting
Mabini Colleges
Daet, Camarines Norte 06.2005 - 04.2010
Skills
Wealth Management
Certification
Career Service Eligibility - Professional Level
References
Bishop RODANTE VELUZ
Senior Pastor, Jesus Life Center Church
+639171330869
danteveluz@gmail.com
Alih Isuga
Operations Manager, Optum
+639176317019
adestimo1975@gmail.com
Timeline
Bachelor of Arts - Theology
JHMT School of Ministries
05.2022 - 07.2023
Certified Investment Advisor
08-2020
Licensed Financial Advisor
Prulife UK
06.2019 - Current
MBA - Business Administration And Management
Camarines Norte State College
06.2019 - Current
Licensed Financial Advisor
06-2019
National Certificate in Bookkeeping Level III
03-2019
Accountancy, Business and Management Teacher
Department Of Education
08.2016 - Current
Professional Education Course - Social Science
Mabini Colleges
11.2015 - 04.2016
Research and Remediation Analyst
Wells Fargo Bank EGS
03.2014 - 12.2015
Quality Analyst / Trainer
WIPRO BPO
11.2010 - 03.2013
Career Service Eligibility - Professional Level
09-2009
Bachelor of Science in Commerce - Financial Management And Managerial Accounting
Mabini Colleges
06.2005 - 04.2010
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