Venz Umali

An experienced Executive Assistant with over 11 years of experience, she has supported senior executives in the Financial Investment and Marine industries while leading administrative operations.

She provides high-level executive support to the Partners, CEO, and COO, overseeing team management, office operations, and process improvement initiatives. Her expertise includes complex calendar management, domestic and international travel coordination, meeting and event planning, client service, confidential information handling, and financial planning support. Proficient in Microsoft Office, Wealthcraft, and financial planning software, she is recognised for her strong communication, organisational, and problem-solving skills. She holds a Bachelor’s Degree in Secondary Education and is a Licensed Professional Teacher in the Philippines, bringing strong interpersonal skills and a commitment to professionalism, efficiency, and operational excellence.