Experienced in both the areas of healthcare and wealth care. Utilizes an education-based approach to provide solutions that help families build their financial foundation. Track record of leading high-performing teams to surpass business goals.
Overview
16
16
years of professional experience
Work History
Executive Marketing Director
Transamerica Financial Advisors, Inc and World Financial Group
03.2018 - Current
Built a high-performing team of 408 members through our financial literacy campaign, education, training, and ongoing professional development efforts.
Streamlined and implemented the business system, enhancing efficiency and production.
Led a diverse team of 101 financial educators and licensed financial professionals to achieve consistent revenue growth, currently averaging $1M, and business expansion in multiple states.
Actively involved in promoting the Financial Literacy Campaign in communities in North America.
Performed one-on-one and small group sessions of financial workshops and financial planning.
Senior Physician
The Permanente Medical Group
07.2009 - 08.2019
Pioneered the hospital's Geriatrics Homebound Primary Care Program that served the South Bay Area.
Served as Home Health Medical Director to help organize and streamline the home health and hospice services of Kaiser Permanente Santa Clara Medical Center.
Reduced hospital readmissions through effective medical care in skilled nursing facilities.
Led meetings that involved care planning and close collaboration with multidisciplinary teams.
Championed preventive medicine strategies within the practice to reduce the incidence of chronic diseases among the patient population.
Participated in medical advisory committees to provide expert guidance on clinical matters and inform strategic decision-making as well as peer reviews to ensure sound and safe clinical practice.
Education
M.D. - Medicine
University of Santo Tomas
Manila, Philippines
04-2000
Timeline
Executive Marketing Director
Transamerica Financial Advisors, Inc and World Financial Group
Senior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial AdvisorsSenior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial Advisors