Rowena Laurel
BSC-Management
Cebu
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
2
2
years of professional experience
4
4
years of post-secondary education
Work History
Financial Advisor
Sun Life Of Canada Philippines
Cebu
09.2021 - Current
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- 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.
Education
College Graduate - Business
University of Cebu
Cebu City 06.2005 - 03.2009
Skills
Education funds
undefinedTimeline
Financial Advisor
Sun Life Of Canada Philippines
09.2021 - Current
College Graduate - Business
University of Cebu
06.2005 - 03.2009
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