Wealth Manager Planner@ Finesco Capital Management 
Manila, National Capital Region, Philippines
Offshore Planner
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FlashIntel GPT
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FlashIntel GPTOffshore Planner is a highly experienced professional with 26.6 years of work experience in the financial services industry. Based in Manila, Philippines, Offshore Planner specializes in investments, wealth management, and financial advisory. With a strong background in portfolio management and asset management, Offshore Planner has worked at Finesco Capital Management in Malaysia, where they held various roles including Wealth Manager Planner and Senior Wealth Manager. Offshore Planner's expertise extends to real estate, mortgage lending, and strategic financial planning.
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Emails and Phone Numbers
Work Experience
Wealth Manager Planner
Finesco Management
Financial Services
Offshore Planner's Professional Milestones
- Wealth Manager Planner (2016-09-01~): Managing complex portfolios and maximizing portfolio performance through strategic planning and strategic financial planning.
- Finesco Management (2017-08-01~2019-01-01): Maximized production productivity and efficiency by implementing comprehensive inventory management strategies.
Skill
Investments
Wealth Management
Financial Advisory
Finance
Pensions
Management
Financial Services
Portfolio Management
Asset Management
Estate Planning
Mortgage Lending
Investment Advisory
Strategic Financial Planning
Real Estate
Funding
Banking
Equities
Alternative Investments
Financial Markets
Financial Planning
High Net Worth Individuals
Investment Strategies
Retirement Planning
Valuation
Private Equity
Due Diligence
Asset Managment
Financial Planners
Certification
Colleagues
Other Named Offshore Planner
Frequently asked questions
Offshore Planner's social media include: Linkedin,
Offshore Planner works for Finesco Capital Management
Offshore Planner's role in Finesco Capital Management is Wealth Manager Planner
Offshore Planner works in the industry of Financial Services
Offshore Planner's colleagues are Andrew Frain,Glenn Potrykus
Offshore Planner's latest job experience is Wealth Manager Planner at Finesco Capital Management
