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Sherry Lyn Rosimo Ibasan Financial Advisor

Philippines

 

SHERRY LYN R. IBASAN

Brgy. Maria Cristina West, Bangar, La Union

09171796693

[email protected]

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CAREER OBJECTIVE

Gender: Female

 

Date of Birth: February 24, 1994

 

Age: 21

 

Marital Status: Single

 

Occupation: Fresh Graduate

 

Interests: Reading, creative writing, swimming, volleyball, travelling, watching documentary f

PERSONAL BACKGROUND

 

Date of Birth: February 24, 1994

 

Age: 21

 

Marital Status: Single

 

Occupation: Fresh Graduate

 

Interests: Reading, creative writing, swimming, volleyball, travelling, watching documentary f
To obtain any position that would best fit my qualifications and further develop my skills and knowledge in finance. My aim is to contribute to a company’s mission and have a continuous career development.
Gender: Female​​​​​Birth place: Bangar, La Union

Civil Status:Married​​​​​Citizenship: Filipino

Age: 26 ​​​​​​Heights: 1.55 cm.

Religion: Roman Catholic                                   Weight: 52kg

Birthdate: June 26, 1993

EDUCATIONAL BACKGROUND

Gender: Female

 

Date of Birth: February 24, 1994

 

Age: 21

 

Marital Status: Single

 

Occupation: Fresh Graduate

 

Interests: Reading, creative writing, swimming, volleyball, travelling, watching documentary f

 

▪ Tertiary Education: Ilocos Sur Polytechnic State College
Address: Quirino, Tagudin, Ilocos Sur

Degree Program: Bachelor of Science in Information Technology

Year Graduated: 2013

SUMMARY OF QUALIFICATIONS

 

Gender: Female

 

Date of Birth: February 24, 1994

 

Age: 21

 

Marital Status: Single

 

Occupation: Fresh Graduate

 

Interests: Reading, creative writing, swimming, volleyball, travelling, watching documentary f

▪ License Financial Advisor
 

SKILLS

Gender: Female

 

Date of Birth: February 24, 1994

 

Age: 21

 

Marital Status: Single

 

Occupation: Fresh Graduate

 

Interests: Reading, creative writing, swimming, volleyball, travelling, watching documentary f

 

▪ Adept Knowledge in Operating Microsoft Tools Including Power Point, Word, and Excel
▪ Good written and verbal communication skills.
▪ Attended various seminars and trainings for financial advisor
▪ Knows how to manage my time and multi-task work under pressure
▪ Tolerant and flexible, adjust to different situations.
WORK EXPERIENCE

Gender: Female

 

Date of Birth: February 24, 1994

 

Age: 21

 

Marital Status: Single

 

Occupation: Fresh Graduate

 

Interests: Reading, creative writing, swimming, volleyball, travelling, watching documentary f

 

▪ SPES (Special Program Employment of Student)
LGU-Bangar, La Union

Office of the Municipal Engineer

2010-2011

 

 

 

▪ Insurance Office
TSPI MBA Inc.

TSPI Balaoan Branch

2014-2018

 

 

 

▪ Financial Advisor
Allianz PNB Life Insurance, Inc.

PNB Ilocos Sur Narvacan Branch

2018-2019

➢ Analyzed investment opportunities and client needs: recommended appropriate strategies
➢ Attended Financial Advisor trainings and seminars
➢ Built client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management
 

▪ Estate Planning
Angeles, Pampanga

May 2019

TRAININGS AND SEMINARS ATTENDED

 

Date of Birth: February 24, 1994

 

Age: 21

 

Marital Status: Single

 

Occupation: Fresh Graduate

 

Interests: Reading, creative writing, swimming, volleyball, travelling, watching documentary f

 

▪ Philippine Youth Congress in Information Technology
UP Diliman, Quezon City

September 2011

 

▪ International Health Plan
Baguio City

May 2019

 

▪ Sales Training: Variable Unit Link Product
Allied Bank Center, Makati City

October 2018

 

▪ Sales Training: Traditional Product
Allied Bank Center, Makati City

October 2018

 

 

TRAININGS AND SEMINARS ATTENDED

 

Date of Birth: February 24, 1994

 

Age: 21

 

Marital Status: Single

 

Occupation: Fresh Graduate

 

Interests: Reading, creative writing, swimming, volleyball, travelling, watching documentary f

 

▪ On- the –Job Training
LGU-Bangar, La Union

Tresury Office

November 2010

 

▪ On- the –Job Training
Department of Foreign Affairs-RCO La Union

June 2012

 

 

 

REFERENCES

▪ Elaine Delos Santos
Insurance Supervisor, La Union Area

Phone: +63 908 – 251 – 5007

 

▪ Wilma Bolante
Branch Manager, PNBNarvacan- Ilocos Sur Branch

Phone: +63 917-873-7835

Education

2009-2013 Bachelor of Science in Information Technology at Ilocos Sur Polytechnic State College

Experience

2014-2018 Insurance Officer at TSPI MBA Inc
2018-2019 Financial Advisor at Allianz PNB Life Insurance Inc