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Natividad Lacuna

Advisor Financial Analyst

Bacoor, Cavite, Philippines
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Careers

Financial Advisor

AIA Philippines Formerly Philamlife

Part time02/2011 -
  1. Proactively engage with potential clients seeking comprehensive financial solutions
  2. Employing strategic approach to identify client’s financial goals and collaboratively create tailored strategies to achieve them

Education

Centro Escolar University

Accountancy

05/1976 - 02/1980Bachelor's DegreeClass of 1980

My projects

Million Dollar Round Table (MDRT)

portfolio show

Million Dollar Round Table is an exclusive group open only to Financial Advisor who have qualified to the parameter set by the company.

Role: MDRT Qualifier

Completed: 8/2017

Live project:

  1. 1
Experience8+ years

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