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Harvey C. — Mid-Level Financial Advisor from Philippines

Harvey C.

Mid-Level Financial Advisor

Philippines 6+ years
Open to offersNew to Platform
Languages
English
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About

Harvey M. is a distinguished professional with a B.S. in Aircraft Maintenance Technology from FEATI University, where he graduated with distinction. His career includes a part-time role as a Financial Advisor at PruLife UK, focusing on strategic financial advice, debt management, cash management, and investments, ensuring profitability and compliance with industry regulations. He also served in operations management, supporting gaming and platform operations as a Freelance Executive Assistant at BetIQ/Greed House, enhancing customer relationships and ensuring smooth operational workflows. In his capacity as an Executive Assistant to the CEO at various firms, including Mobie Inc. and Social Nucleus, he has adeptly handled project management, CRM systems, and workflow creation utilizing tools like Notion and ClickUp. His technical versatility extends to SOP creation, AI prompt engineering, and customer service, particularly within tech-driven environments. Harvey's experience in strategic executive support and managing complex logistics underscores his proficiency in aligning business objectives with operational excellence.

Experience

  • Executive Assistant (Freelance)

    BetIQ/Greed House · 2025 — 2026
    Managed client onboarding and compliance verification, oversaw daily operations, and maintained accurate records. Supported gaming and platform activities, assisted clients with inquiries, and ensured professional communication to solidify customer relationships.
  • Financial Advisor (Part-Time)

    PruLife UK · 2025 — Present
    Provided strategic advice on various financial products and services, assessed clients' overall financial situations, and developed personalized financial plans. Guided clients toward secure financial decisions while cultivating relationships and networking to generate leads for selling mutual funds, stocks, and bonds. Monitored the progress of financial plans and ensured compliance with industry regulations.
  • Executive Assistant to the CEO

    NursiWearables · 2025 — 2025
    Provided high-level support to the CEO encompassing calendar management, email correspondence, and travel coordination. Developed standard operating procedures to enhance efficiency and supported project coordination across various platforms.
  • Executive Assistant to the CEO

    Social Nucleus · 2022 — 2025
    Delivered comprehensive support to the CEO by managing schedules, facilitating correspondence, and organizing documentation and meetings. Developed standard operating procedures and maintained an effective organizational system.
  • AI Prompt Engineer

    Chief AI Officer (ProSulum) · 2023 — 2023
    Created AI-generated text prompts for various applications and collaborated with product teams to align these prompts with business goals. Analyzed performance data to identify improvements and optimized the prompt creation process.
  • General Virtual Assistant

    Sweep Strategies (ProSulum) · 2023 — 2023
    Executed administrative tasks and prepared reports, memos, and other documents. Managed data analysis and communication with management and team members using various software tools.
  • Executive Assistant to the CEO

    Mobie Inc. (ProSulum) · 2020 — 2023
    Conducted administrative tasks to facilitate the CEO's operations, prepared various business documents, and coordinated communication with the management team. Used software tools to support organizational functions.
  • Online Travel Consultant

    WCA Travel and Tours Inc. · 2018 — 2020
    Handled travel arrangements and addressed customer service responsibilities, including complaint resolution. Developed marketing content for travel tours and compiled corporate documents for management review.
  • Ward Administrative Clerk

    The Church of Jesus Christ of Latter-day Saints · 2014 — 2018
    Encoded and updated membership records while managing financial records and inventory. Assisted in meeting documentation and transcription while supervising lower-level clerks.

Skills & Expertise

Education

  • Bachelor of Science in Aircraft Maintenance Technology
    FEATI University · 2015 — 2019
  • Diploma of Machining NC 1
    Dualtech Center · 2010 — 2012
  • Diploma of Electromechanics
    Dualtech Center

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