• Shanine Escalon

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    Shanine has a variety of experiences. She started working as a Financial Planning Assistant, she has exposure to XPlan, Accounting tasks, and more.

  • Diana Ronquillo

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  • Ivy David

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  • Jeniffer F. Baranda

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    I am a fully qualified Paraplanner with a college degree and experience using XPlan, XPlan XTools, XTools+, CALM and preparing Statement of Advice (SOA’s) for clients. I have also worked as Property Management Administrator, Customer Service Representative and Sales Manage