Harvey Bryan Nepomuceno

HARVEY BRYAN TRINIDAD NEPOMUCENO Bldg 15 3rd floor Unit 9 Francesco Bldg. Brgy. Pinagbuhatan Pasig City 1602 Philippines (-- OBJECTIVE To contribute to a highly respected organization by applying my accumulated knowledge, skills, and experience; to continue developing technically and professionally; and to grow both as a leader and a reliable team member. PROFESSIONAL SUMMARY I am a dedicated and adaptable professional with a diverse background in financial advising, health benefits, logistics, and office support. I assist clients with insurance, investment, and HMO plans, backed by strong customer service and sales abilities. I also have hands-on experience in delivery coordination, warehouse operations, and purchasing. As a freelancer and virtual assistant, specialize in ID verification and fraud prevention while following online safety protocols. Work effectively with teams and proficient in Microsoft Office, Google Workspace, and QuickBooks Accounting System. I am committed to continuous learning and growth in every role I take on. SKILLS ★​ Financial & Accounting Support – QuickBooks Experience Quickbooks Online Accounting System ★​ Fraud Detection & Prevention ★​ Logistics, Dispatch & Warehouse Management ★​ Procurement, Purchasing & Supplier Coordination ★​ Microsoft Office, Google WorkPlace ★​ Documentation & Identity Verification ★​ Strong Communication, Leadership & Team Collaboration ★​ Financial Planning & Client Advisory ★​ Sales, Insurance & HMO Consultation 2 CAREER HISTORY August 2024 – Present Sun Life of Canada Philippines – BGC Taguig City, Philippines Licensed Financial Advisor ●​ Provides clients with tailored insurance and investment solutions. ●​ Conducts financial needs analysis and presents comprehensive financial plans. ●​ Builds and maintains long-term client relationships through strategic consultations. February 2024 – Present Maxicare Healthcare Corporation – Makati City, Philippines Licensed Health Benefit Consultant ●​ Promotes HMO products and guides clients in plan selection. ●​ Manages client inquiries, claims assistance, and account updates. ●​ Supports new enrollments and maintains ongoing client satisfaction. November 2020 – October 2024 – August 2024 Upwork (Back OfficeRemote-) TOP RATED AGENT California, USA - Trust & Safety Agent, ID Document Review (Tier 1) & (Tier 2) ●​ Reviewed user-submitted identification documents for authenticity. ●​ Ensured compliance with platform policies and identity verification protocols. ●​ Conducted frontline moderation of identity verification submissions. ●​ Flagged potential fraudulent accounts and supported risk mitigation. April 2013 – October 2023 Philux Inc – Muntinlupa City - Sales and Logistics Head ●​ Coordinated production planning and logistics dispatch. ●​ Supervised vehicle readiness and delivery documentation processes. ●​ Scheduling and Planning of Fleets and Delivery Financial & Accounting Support – QuickBooks Experience Handled a variety of accounting tasks using QuickBooks, including encoding of Proforma Invoices, Sales Orders, Billing Invoices, and Payment Entries. Performed bank reconciliations, prepared monthly financial reports, and conducted first-line auditing to support the accuracy of accounting submissions. Ensured all records were updated, matched, and aligned with company reporting cycles. April 2011 – April 2013 Homeaid Depot Inc. – Pasay CityPurchasing Assistant and Warehouse Manager ●​ Maintained supplier records, monitored pricing, and managed order timelines. ●​ Ensured on-time procurement and coordination with warehouse and sales teams. 3 ●​ Oversaw inventory control, stock labeling, and warehouse flow. ●​ Generated detailed monthly and annual inventory and space utilization reports. EDUCATION 2008 – 2011 Jose Rizal University – Mandaluyong City Philippines Bachelor of Commercial Science in Business Management 2007 – 2008 Southern Philippines Institute of Science & Technology - Cavite Philippines Bachelor of Science in Business Administration (Freshman Year) AWARDS UPWORK ●​ Recognized as one of Upwork’s Top Agents based on quality metrics, reliability, and client satisfaction. PHILUX INC. ●​ Awarded Employee of the Year – 2018 for outstanding performance and contribution to operations. ●​ Awarded Employee of the Year – 2015 for outstanding performance and contribution to operations. SEMINARS & TRAININGS ●​ Creating Positive Conversations with Challenging Customers 2024 ●​ Customer Service : Managing Customer Expectation 2024 ●​ Threat Modeling : Spoofing in Depth 2024 ●​ Introduction and importance of Insurance 2024 ●​ Anti-Money Laundering Compliance Trainig 2023 ●​ Language Mastery for Professional Growth – Jose Rizal University (2010) ●​ Original Pinoy Mangangalakal (OPM) – Jose Rizal University (2010) ●​ Research Undertaking 101: The Chairman’s Viewpoint – Jose Rizal University (2009) ●​ Managing Change: A Voyage into New Business Horizon – Jose Rizal University (2008) ●​ Sun Cellular Entrepreneurship Seminar – Southern Philippines Institute of Science & Technology (2007) 4