Mikaela Cassandra Tan

Work Experience Licensed Financial Advisor Pru Life UK Dec 2019- Present Financial planning and investment advisor Help build strong financial portfolio Job Order Personnel March 2021 - Present Government Service Insurance System Mikaela Cassandra Tan, CIA Certified Investment Advisor 2424 The Manila Residences Malate Manila 1004- mikaytan Profile To be able to succeed in a stimulating and challenging environment that will provide advancement opportunities and a highly rewarding career where I can use my skills and knowledge for organizational and personal growth. Skills Exceptional interpersonal skill Highly organized, resourceful, professional Strong problem solver, analytical thinker, self-directed, motivated Microsoft Proficient (MS Work, Excel, PowerPoint, Publisher) Loan evaluations, file keeping and information dissemination tasks Organization of transmittal files, updating TMS reports Customer Service Associate Accenture, Inc. June 2018 - Feb 2021 Answering queries and requests of clients Making daily reports and team management Customer Service Representative Sutherland Global Services Nov 2013 - March 2016 Operations - Sales and Billing Expert Answering inbound calls regarding bills, sales and moves Examinations Passed GSIS Level 2 Exam UITF Certification Program by BSP Insurance Commission Exam Civil Service Exam - Professional June 2021 October 2021 December 2019 October 2013 Education History BSBA Major in Computer Management and Accounting Ateneo de Naga University March 2018