James Ibañez
Administrative Assistant
James Ibañez – Administrative Assistant
James has a Bachelor of Science in Business Administration Major in Financial Management & Certified Financial Market Professional (CFMP) degree. He used to work as a Technical Support Associate in accounting and finance. Working as a Financial Planning Assistant takes so much responsibility in providing support to our Financial Advisors not just merely generating reports for a particular task but preparing a good output of financial documents and deliverables for the Planner and also for the client. In his spare time, he likes to nap and go to the gym as a stress reliever.
