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  1. 1. VANESSA L. ARBOLEDA City Add 1: Cluster 8, Rm. 305, Makati Prime City Condo, St. Paul Road, San Antonio Village, Makati City City Add 2: Block 4, Lot 5, Road 4 Street, Silmer Village, San Francisco Binan City, Laguna, Philippines Mobile: 0917 591 5363 / 632 847 6769 / 0908 118 3238 vanzarboleda@yahoo.com OBJECTIVE: To obtain a position in a firm that will enable me to use my educational training, strong organizational skills, and ability to work well with people. WORK EXPERIENCE SunlifeGrepa Financial Inc. (a firm under the Yuchengco Group of Companies) Duration: Sept. 2015 – to date Position title : Bancassurance Sales Officer - assist the bank manager and officers in informing and selling the bank’s insurance and investment product - holds office in one of RCBC Bank branches and attends to the policy inquiries, new business acquisition, or policy surrenders of former and current clients of Grepalife and SunlifeGrepa Financial. - Helps in marketing and sells the insurance and investment products of SunlifeGrepa Financial in RCBC. Institutional Shareholder Services Duration : May 2008 to August 2015 Position title : Research Analyst : Mid-America Region, Specialized Research Services (SRS) of the - Institutional Shareholder Services (ISS) with the following responsibilities: - Conducts customized proxy voting recommendations based on Client- Specific guidelines (Clients are based on the Mid-America and Canada Region)
  2. 2. - Act as a lead analyst in administering the policy distribution and work flow for the Mid-America Two region (Manila only). I train project based interns of our client policies and work processes. - Coordinates with Mid-America One (Manila) and the rest of the Mid-America Team (Global) on client policies and guidelines and overall workflow process - Continuous update of Clients' voting guidelines and market intelligence documents based on updated client information (includes the automation work and documentation of client guidelines) - Creates policy matrices, read-me’s and guide sheets for our team through client and company policy comparison and updates. Also coordinates with my counterparts in Rockville to verify policy interpretation and application. Duration : February 2007 – November 16, 2007 Position Title : Research Analyst : International Research Department - Profiling of Asian meetings including Malaysia, India, Singapore, Thailand and Hong Kong - Format final report for Australian companies Bayanihan Folk Arts Foundation Duration : October 2001 – February 2007 Position Title : Secretary to the Executive Director - Handles the inventory of merchandise and supplies of the company, the 201 and other confidential files. - Maintain and updates filing system. - Coordinates with different departments in planning, organizing, scheduling before and during performances and other projects of the company. - Handles the mailing of greeting cards to alumni, friends and clients of the company. - Assists in the marketing activities of the company before and during the performances of the company. - Assists in getting sponsorship for company events and projects.
  3. 3. Duration : November 2000 – 2001 Philippine Women’s University - Special Events Office Position Title : Secretary to the Director Reports directly to the Director. - Assists in handling regular and projected events of the university from planning, organizing, monitoring and managing on the event proper. - Handles other activities and work assignments of the director. Duration : October 2000 – November 2000 Philippine Women’s University - Institute of Medical Technology Department Position Title : Secretary to the Dean Reports directly to the department dean, and assists in coordinating with the department professors, manage files, handles phone calls, and attend to inquiries of current and former students EDUCATIONAL BACKGROUND Bachelors/College Degree Institute/University : De La Salle - College of Saint Benilde Field of Study : Bachelor of Science in Business Administration Major in Business Management, October 2009 Institute/University : The National Teachers College Field of Study : Associate in Computer Secretarial, May 2000 OTHER SKILLS Knowledgeable in MS Office applications (Word, Excel, PowerPoint), oral and written communication skills, Outlook, Workday, One Note OTHER INFORMATION Certified Eligible, Career Service Sub professional examination of the Civil Service Commission, June, 2000.
  4. 4. Vanessa Arboleda REFEREES Referee 1 Referee 2 Name Christina Montemayor Joyce Cabug Position Manager Research Department for Australia, Philippines, Vietnam Regions Institutional Shareholder Services, Inc. Branch Manager, Rizal Commercial Banking Corporation (RCBC) San Pedro Laguna Branch Contact details (mobile and email address) 0917 869 7083 or 9023601 632 868 9460 Relationship to applicant (e.g. immediate supervisor, work colleagues, etc.) Colleague Manager Period Known Since year 2008 Since 2015