Shanine Escalon
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
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 [...]
Ivy David
Ivy David - Financial Planning Admin Assistant, Bookkeeper Hi, My name is Ivy David. I graduated from Holy Angel University last April 2003 with a degree in Finance and Management Accounting. I've been working for almost 18 years in different financial institutions. I spent almost 3 years in NepoMall under the accounting department, almost 8 years in SecurityBank, 2 [...]
Jeniffer F. Baranda
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