Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Accomplishments
Trainings and Seminars
Interests
References
Timeline
Generic
RUZEN CRISTEN RAÑADA

RUZEN CRISTEN RAÑADA

Financial Advisor, Client Solutions

Summary

A trusted and well-regarded Financial Advisor highly effective at analyzing and providing timely, useful, and effective data solutions. Well-versed in operating in complex, dynamic environments under tight deadlines. Prepared to leverage my 2 years' experience to take on new position in the finance industry.

Overview

7
7
years of professional experience

Work History

Advisor, Client Solutions

FactSet Research Systems
7 2022 - Current
  • Handling financial technology work platform and providing customer service assistance.
  • Creating reports (stock, PE/VC screening), spreadsheets, templates containing financial content, and customized data.
  • Handled different investor and client personalities
  • Utilized advanced AI digital finance tools to easy track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Increased client satisfaction, providing personalized investment advice based on thorough financial analysis.
  • Enhanced advisor skills and knowledge through a continuous professional development program of digital finance, elevating service quality.

Bookkeeping Assistant

Unahin Natin Lagi Ang Diyos (Cooperatives)
12.2017 - 02.2018
  • Managed invoices, payments and deposits, maintaining accurate expenditure records.
  • Organized manual filing systems of historical financial documents during audits or annual reviews.
  • Generated ledger financial reports and summaries for management review.

Education

Tertiary Level -

New Era University
01.2018 - 2022.01

Secondary Level -

Dr. Carlos S. Lanting College
01.2016 - 2018.01

Primary Level - undefined

Canaan Christian School
01.2006 - 2012.01

Skills

    Client Engagement

    Active Listening

    Attention to Detail

    Presentations and public speaking

    Multitasking

    Time Management

    Adaptability and Flexibility

    Interpersonal Skills

    Creating spreadsheets, charts, and tables in Microsoft Applications

Languages

Filipino
English

Personal Information

  • Age: 25
  • Place of Birth: Quezon City
  • Date of Birth: 10/03/1999
  • Gender: Female
  • Marital Status: Single

Accomplishments

  • Magna Cum Laude (Batch 2022)
  • Recognized as one of the employees who have worked with excellence from clients in providing solutions in the Financial Technology field - (2023).
  • Consistent 100% Satisfaction Rate and Availability Score Award (October 2022 to August 2024).

Trainings and Seminars

  • Banking Certification APAC Development (July 2022)
  • Wealth Investment & Management Training (December 2022)
  • Investment, Asset, and Management core Training (June 2023)
  • Leading and Working in Teams (September 2023)
  • Handling and Overview Corporate Development (August 2024)


Interests

Travelling

Volunteering

Reading

Photography

Plants

References

  • Mr. Gilbert J. Cervantes, Custodian, Globe UP Town Center, Katipunan, 09173235223
  • Ms. Maria Melinda Frias, Sales Representative, New San Jose Builder, Pasig City, 09778434929

Timeline

Tertiary Level -

New Era University
01.2018 - 2022.01

Bookkeeping Assistant

Unahin Natin Lagi Ang Diyos (Cooperatives)
12.2017 - 02.2018

Secondary Level -

Dr. Carlos S. Lanting College
01.2016 - 2018.01

Primary Level - undefined

Canaan Christian School
01.2006 - 2012.01

Advisor, Client Solutions

FactSet Research Systems
7 2022 - Current

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