SHARON ROSE Valdez DIAMANTE
Cainta
Summary
Dynamic financial advisor with a proven track record at PRULIFE UK, specializing in tailored investment strategies and relationship management. Leveraged analytical skills to enhance client portfolios, resulting in improved performance metrics. Committed to educating clients on financial products while mentoring junior advisors to foster professional growth.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
Overview
21
21
years of professional experience
Work History
FINANCIAL ADVISOR
PRULIFE UK
02.2023 - Current
- Developed comprehensive financial plans tailored to client goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
- Conducted regular portfolio reviews, adjusting strategies based on performance metrics.
- Educated clients on financial products, enhancing their understanding and engagement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with budgeting and cash flow management.
- Educated clients on financial topics and best practices.
- Mentored junior advisors, fostering a culture of continuous learning and professional growth.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
PHARMACY MANAGER
Watsons Personal Care Store Inc, Phils.
06.2008 - Current
- Assisted in managing daily pharmacy operations and workflow.
- Supported inventory management by tracking medication levels and ordering supplies.
- Provided customer service, addressing inquiries and resolving issues efficiently.
- Collaborated with healthcare professionals to ensure accurate patient medication delivery.
- Learned regulatory compliance standards relevant to pharmacy practice.
- Maintained cleanliness and organization of pharmacy environment for safety standards.
- Implemented technology systems for prescription processing and record-keeping support.
- Participated in training sessions to enhance pharmaceutical knowledge and skills.
- Educated patients on possible drug interactions, potential side effects, and optimal methods of administration.
- Monitored and managed pharmacy staff performance to maximize productivity and customer satisfaction.
- Led a high-performing team of pharmacists and technicians to deliver exceptional patient care and service.
PHARMACIST
R2K DRUGSTORE
01.2005 - 05.2008
- Managed medication dispensing processes ensuring accuracy and compliance with pharmacy regulations.
- Collaborated with healthcare providers to optimize patient treatment plans and medication management.
- Trained and mentored junior pharmacists and pharmacy technicians on best practices and operational procedures.
- Implemented inventory management systems to enhance efficiency in medication procurement and stock maintenance.
- Conducted comprehensive medication reviews to identify potential drug interactions or contraindications for patients.
- Developed patient education materials to improve understanding of medications and adherence to treatment regimens.
- Led quality assurance initiatives, enhancing pharmacy services through process improvements and compliance audits.
- Analyzed prescription trends to inform strategic decisions on formulary management and cost-effective therapies.
- Managed high volume of prescriptions daily while maintaining excellent customer service and attention to detail.
- Developed strong relationships with healthcare providers to optimize patient care and medication adherence.
- Educated patients about possible drug interactions and gave special administration instructions.
Education
Bachelor of Science - Pharmacy
QUEZON CITY MEDICAL CENTER AND COLLEGES
Quezon City, Metro Manila, Philippines03-2000
High School Diploma -
CAINTA CATHOLIC SCHOOL
Cainta, Province Of Rizal, Philippines03-1996
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
Timeline
FINANCIAL ADVISOR
PRULIFE UK
02.2023 - Current
PHARMACY MANAGER
Watsons Personal Care Store Inc, Phils.
06.2008 - Current
PHARMACIST
R2K DRUGSTORE
01.2005 - 05.2008
Bachelor of Science - Pharmacy
QUEZON CITY MEDICAL CENTER AND COLLEGES
High School Diploma -
CAINTA CATHOLIC SCHOOL