Hannah Cardenas - Financial Planning Assistant Shalom! I’m Hannah Cardenas; you can also call me Liam. Yes, that’s my nickname. I graduated with a degree in Bachelor of Business Administration Major in Management from Silliman University and took some units in Masters of Business Administration at Eastern Samar State University. My first job was at Sophi Inc. Dumaguete, a [...]
Shanine has a variety of experiences. She started working as a Financial Planning Assistant, she has exposure to XPlan, Accounting tasks, and more.
Edgar has obtained an Advanced Diploma in Paraplanning focused on Australian Financial Planning and Services. He is proficient in Xplan and Midwinter.
Kenneth has 12 years of experience as an Accountant. She handled the US and Australian accounts with an adept background in Taxation, Audit, Accounts Payable, Accounts Receivable, Inventory Management, Credit and Disputes, General Accounting, Inter-Company asset management, Chat, Email, and Phone Support.
Diana Ronquillo - Senior Paraplanner I was born on a warm and sunny day in October of 1988 in General Santos City, Philippines. I live with my mom, Elizabeth; my brothers, Jose and Harry Franz; my husband Sherwin, and my daughter Samantha. I am the sweetest daughter, and I would do anything for my family. There might be some [...]
Medilyn Ramayla - Virtual Assistant, Financial Planning Assistant Hi there! My name is Medilyn but I prefer to be called Medz. I am 34 years old and a mother of one. I have been working since 2008. Most of those years were spent working in a BPO Industry that is from 2010 until 2021. I have worked in various [...]
Al Aguilos - Financial Planning Hi, my name is Al Aguilos, a 27 year old lad who was born and raised in Tacloban City. I graduated with a degree in Entrepreneurship from Eastern Visayas State University (EVSU) - Main campus in 2019. I also took two years in Civil Engineering, hoping to continue the legacy of my paternal grandfather, [...]
Ross Banco - Administrative Assistant Hi! My name is Ross Anne Banco. Here is my brief background so you can know me well. I took up Associate in Hotel and Restaurant Management in Lyceum of the Philippines University. Unfortunately, I wasn’t given a chance to work in that field due to high academic standards here in the Philippines. I [...]
Glenn Entoma - Administrative Assistant, Financial Planning Hello. My name is Glenn. I am single but the head of the family and here is my story. I am a graduate of Bachelor of Arts in Mass Communication from the University of San Jose Recoletos. I graduated as a Cum Laude. I was an intern at ABS-CBN and Sinulog Foundation [...]
Ashley Quiroben - Financial Planning Hi! I am Ashley Ann Quiroben. I’m a graduate of Bachelor of Science in Accounting Technology at the University of San Carlos. My first work experience is my internship in Mercedes-Benz Group Services Philippines Inc. where I worked with the Accounts Payable-Thailand team. As an intern, I assisted with verifying and posting invoices through [...]
