Personal Information
Organization / Workplace
NCR - National Capital Region, Philippines Philippines
Occupation
Life, Health and Finance Advisor, Property Specialist, Signage Consultant
Industry
Advertising / Marketing / PR
About
Mel is an advocate of Life & Personal Finance. She has more than 5 years of experience in the Financial Service Industry – Mutual Funds, Insurance and Financial Planning.
As an Associate Registered Financial Planner and licensed Financial Advisor, she:
• Assists clients in portfolio allocation and fund diversification
• Performs an in-depth financial needs analysis and recommends the most suitable investment to achieve the clients’ needs, such as:
- Personal Life Insurance
- Retirement Savings Plan
- Education Savings Plan
- Milestone Savings Plan
- Group Life Insurance
- Mortgage Redemption Insurance
- Real Estate Investment Plan
- Estate Planning
• Conducts financial literacy semin...
Tags
financial planning
speculation
equity
protection
insurance
investments
See more
Presentations
(1)Likes
(48)The Language of Coaching - A Story About Learning
Nick Winkelman, PhD
•
4 years ago
Investing early
Amit Sawhney
•
11 years ago
How to Land that First Customer
Floown
•
8 years ago
3 Things Every Sales Team Needs to Be Thinking About in 2017
Drift
•
7 years ago
Digital Influencers Panel: Travel & Tourism Internet User Survey 1st edition
Janette Toral
•
7 years ago
The History of SEO
HubSpot
•
10 years ago
Peak Performance for Sales Excellence
Matt Hallett, M.A.
•
8 years ago
brain teaser
Akilan Kennedy
•
8 years ago
Presentation Skills & Pitching - Startup Live Athens #3
ThinkBiz
•
10 years ago
12 Secrets of Making Every Presentation Fun, Engaging and Enjoyable
SketchBubble
•
8 years ago
25 Sales Interview Questions to Recruit Superstar Reps
HubSpot
•
8 years ago
Brain Hacks
Max Rusan
•
9 years ago
Four Questions Your Prospects Can't Help-But Answer [+ Cheat Sheet]
HubSpot
•
10 years ago
7 Strategies for a Brilliant First Impression
HOW TO FASCINATE
•
9 years ago
Absolute Beginner's Guide to Social Media Marketing
Barry Feldman
•
9 years ago
Habit Marketing
Ali Anani, PhD
•
9 years ago
Easy is the New Hard: How to Use Frameworks to make Life Easier
Tamsen Webster
•
9 years ago
Monsters of Influence
Barry Feldman
•
9 years ago
10 Trends for 2015
Havas
•
9 years ago
Your Guide to Personal Branding, A to Z
Barry Feldman
•
9 years ago
Practical SEO for Developers - An Introduction
Noel Flowers
•
9 years ago
The 4 Most Important PowerPoint RULES for Successful Presentations
Ned Potter
•
9 years ago
Breaking branding
Jarkko Sjöman
•
9 years ago
Social Media in the Philippines: The Rise of Purpose Driven Social "Personal" Brands
Janette Toral
•
9 years ago
Changing Customer Behavior With Unconscious Influences
Jeannie Walters, CCXP
•
9 years ago
Doing customer development (and stop wasting your time)
Hans van Gent
•
9 years ago
How to deliver a great speech (every time)
Hugh Culver
•
9 years ago
How to Write Emails People WANT to Respond to [Sales Template]
HubSpot
•
10 years ago
Retirement Seminar Draft Annas
Anna_Conner
•
15 years ago
Women Savings and Retirement
Tumikia
•
13 years ago
Personal Information
Organization / Workplace
NCR - National Capital Region, Philippines Philippines
Occupation
Life, Health and Finance Advisor, Property Specialist, Signage Consultant
Industry
Advertising / Marketing / PR
About
Mel is an advocate of Life & Personal Finance. She has more than 5 years of experience in the Financial Service Industry – Mutual Funds, Insurance and Financial Planning.
As an Associate Registered Financial Planner and licensed Financial Advisor, she:
• Assists clients in portfolio allocation and fund diversification
• Performs an in-depth financial needs analysis and recommends the most suitable investment to achieve the clients’ needs, such as:
- Personal Life Insurance
- Retirement Savings Plan
- Education Savings Plan
- Milestone Savings Plan
- Group Life Insurance
- Mortgage Redemption Insurance
- Real Estate Investment Plan
- Estate Planning
• Conducts financial literacy semin...
Tags
financial planning
speculation
equity
protection
insurance
investments
See more