Vince L.
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Vince L. is an experienced Financial Advisor and Data Analyst based in Cebu, with a strong background in the insurance, maritime, customer service, and digital marketing industries. As a Financial Planning Assistant at AIA Philippines and Cardinal Buoy Financials, Vince established a standardized workflow prioritizing meticulous Know Your Customer (KYC) and Fact-Find processes, conducting comprehensive Financial Needs Analysis and ongoing market research to deliver client-specific, compliance-ready solutions. In the tech sector, Vince’s role as a Data Analyst at Growmodo involved creating metrics, daily data tracking, analysis, and data visualization. With prior hands-on experience in customer support at Amazon Operation Services Philippines Inc., Vince utilized data analytics, customer service, and critical thinking to resolve North American client issues. Additionally, his maritime tenure at KLine LNG and OSM Maritime Services Inc. featured responsibilities in data preparation and presentation related to vessel operations.
Experience
Data Analyst
Growmodo · 2023 — 2025Created metrics for various teams, maintained and updated data on a daily basis, analyzed data, and produced visualizations.Financial Advisor
AIA Philippines Cardinal Buoy Financials · 2024 — PresentDeveloped a standardized financial planning workflow focusing on thorough KYC and Fact-Find documentation. Conducted data-driven Financial Needs Analysis for various clients and performed market research on insurance and investment products to offer tailored recommendations.Customer Service Associate
Amazon Operation Services Philippines Inc. · 2023 — 2023Addressed and resolved inquiries from Amazon customers in North America via phone and email, managed data entry, and escalated systemic issues. Served as the team's point of contact in the absence of the Team Manager.Able-Bodied Seaman
KLine LNG Maritime Services Inc. · 2022 — 2023Ensured safe navigation of the vessel, performed maintenance and cargo operations, and was tasked with gathering data, organizing it, and preparing presentations for the crew on a monthly basis.Customer Service Associate
Amazon Operation Services Philippines Inc. · 2021 — 2022Handled and resolved customer concerns for Amazon from North America through phone, chat, and email. Conducted data entry and escalated systemic issues, acting as the team’s point of contact when the Team Manager was unavailable.
Skills & Expertise
Education
- BS in Maritime TransportationUniversity of Cebu Lapu-Lapu and Mandaue · — — 2017
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