Summary
Overview
Work History
Education
Skills
Accomplishments
Professional Development
Timeline
Generic
KRISTA STEPHANIE JOY FRONTERAS

KRISTA STEPHANIE JOY FRONTERAS

Tarneit,VIC

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

13
13
years of professional experience

Work History

Financial Advisor

Pru Life Insurance Corporation of UK
06.2021 - 01.2023
  • Conducting meetings with clients, proposing strategies and potential solutions, providing ongoing client service to help clients stay on track with their financial goals
  • Provide actionable guidance to improve clients' financial health through individual, targeted questions or comprehensive planning.


Marketing Associate

BDO Unibank Inc
06.2010 - 02.2021
  • Assists in the performance of research and analysis of relevant information about the clients, internal factors that influence their behaviour, and the competitive environment affecting them.
  • Performs administrative functions such as filing of documents, budget preparation, budget availment and monitoring, expense requests, and compliance with internal controls

Intern, Acquired Assets Department

Planters Development Bank
11.2009 - 02.2010
  • Did clerical work such as routing of papers, filing appraisal report, and answering phone calls, assisted in reviewing Appraisal Reports

Education

MBA - Business Analytics

La Trobe University
Melbourne, VIC
03.2026

Bachelor of Science - Management

Far Eastern University
Manila, Philippines
04.2010

Skills

  • Customer Engagement
  • Sales and Marketing
  • Product Knowledge
  • Client Needs Assessment
  • Database Management
  • Corporate Communications

Accomplishments

  • Was awarded the "Smart Front liner of the Month" title several times in ten years
  • Consistent Achiever of the month for BDO Life
  • Received excellent positive feedback from customers

Professional Development

Brand Management Certificate, 03/01/21, 06/01/21, Ateneo De Manila University Graduate School of Business, Center for Continuing Education

Timeline

Financial Advisor

Pru Life Insurance Corporation of UK
06.2021 - 01.2023

Marketing Associate

BDO Unibank Inc
06.2010 - 02.2021

Intern, Acquired Assets Department

Planters Development Bank
11.2009 - 02.2010

MBA - Business Analytics

La Trobe University

Bachelor of Science - Management

Far Eastern University

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KRISTA STEPHANIE JOY FRONTERAS