Venz Umali

An experienced Executive Assistant with over 11 years of professional experience, she has supported senior executives across the Financial Investment and Marine industries while contributing to efficient administrative operations.

Her expertise includes complex calendar management, domestic and international travel coordination, meeting and event planning, client service, handling confidential information, and supporting financial planning activities.

Proficient in Microsoft Office, Wealthcraft, and other 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 exceptional interpersonal skills and a strong commitment to professionalism, efficiency, and operational excellence.