MEET THE TEAM

About Company | Executives | Department Heads | CSMs

About Us

Virtual Business Partners (VBP) is an Australian outsourcing company based in Cebu, Philippines; founded in 2013 by David Carney and David Deegan. DC and DD, as the staff would fondly call them, have worked in the financial planning industry—DC brings 20 years of experience and is a Certified Gazelles International Coach while DD started in the industry way back 2002 and has gone through the E-Myth Mastery Business Coaching program.

With their combined knowledge and expertise, they have successfully established a back office solution that aims to change how financial advice is delivered in Australia.

David Carney

Co-founder & CEO

David Deegan

Co-founder & Director of Operations

Tim Farr

Chief Strategy Officer

Department Heads

Elissa Yntig

Senior Corporate Trainer

Client Service Managers

Cindy Salado

Team Phoenix

Jon Beja

Team Phoenix

Chy de los Reyes

Team Invest Blue

Lailani Santos

Team Announcer

Jeffrey Suñega

Team Jeffrylicious

Riga Tablada

Team Investblue

Renz Salares

Team Synergy

Nora Cayanong

Team Nora

Aldrin Gornez

The Aldringers

Mike Chan

Teample of Mike

Alez Roque

Team Alez

Kristina Reyes

Team Tina

Jesalyn Inso

Team THG

Zee Camposano

Team Blueprint Wealth

Lito Macawile

Team Piglits

Joshua Jao

Team Jao

Aimz Pagobo

Team Boom Cherryt’2

Cam Suezo

Team NFPG

David Deegan

Director of Operations

BIO

David Deegan (DD) is a co-founder of Virtual Business Partners and has worked in the Financial Planning industry since 2002. David went through the E-Myth Mastery Coaching program between 2004-2006 and learned the importance of implementing systems in building and growing a successful business.

There are so many great tools and technology solutions available today, and David helps businesses learn how to use these tools to quickly and easily systemise their business.

Charmaine Querouz

Head of People and Culture

BIO

You’ll definitely run into Charmaine as she heads the human resources team. Armed with a degree in Business Management majoring in Enterprise Development from Ryerson University in Toronto and fueled with a passion for entrepreneurial spirit, Charmaine executes the people strategy and long-term vision for growing our team while maintaining and strengthening our committed, collaborative, high performance culture.

Dedicated to the people function she provides counsel, develops roadmaps, and executes key people-related programs including onboarding, cultural initiatives, engagement and retention, performance management, career development, and human resources.

Kay Jongko

Learning and Development Manager

BIO

Kay is responsible for the knowledge base. She conducts training for new staff members as well as the ongoing training for all staff. She regularly updates the Learning Management System and reviews case studies each FPA has to complete during the induction to ensure staff is equipped with the necessary knowledge and skills before they are handed over to you.

She is also the point of contact for FPAs with whatever task they are stuck with. If you have any suggestions on areas our FPAs need to improve on, she’ll be happy to hear from you.

See Training

Shi-an Llanto

Head of Client Services

BIO

Shi-an, as fondly called by her colleagues, is responsible in monitoring FPAs in terms of compliance with company policies pertaining to I.T. security. She oversees tasks FPAs are doing, whether workload is too much or too little. When an FPA calls in sick, she fills in.

She does performance evaluation and establishes staff KPIs. Overall, she is the contact person for any tasks FPAs are stuck with and escalations to directors. Any issues or concerns regarding your FPA, she’s all ears!

Gazzy Velez

Head of Client Experience

BIO

Gazzy has joined the company last June 30,2014 as a financial planning representative. She was then promoted as the Subject Matter Expert (SME) assisting the Learning & Development Manager for new hires.

It is clearly manifested that she has the spirit of a leader and later on became a Client Service Manager handling 15 (or more) FPAs in a team–doing coaching and quarterly performance evaluations. Because of her exemplary service to her team and their clients, she is now given a new role as Head of Client Experience where she is responsible for providing seamless and documented process in the client on boarding.

She also takes responsibility in handling projects and leads 4-5 client service managers in handling their respective teams. She works closely with them in delivering good performance, addressing issues and provide help in getting full resolution.

Jabber Ludag

Client Service Manager, Team Jabbah

BIO

Jabber has been with VBP since August 2015 and also started off as a CSR. He now looks after 15 FPAs, continuously supports them to be the best in their jobs, thus making their clients happy. He also helps build bridges between FPAs and their clients, encouraging them to maintain open relationships.

He is one of the finalists for the Servant Leadership Award and his team won the very first Team of the Year Award last August 2017 during the VBP Talent and Awards Night.

Jezrelle Rasonabe

Head of Employee Experience

BIO

Leading VBP’s Culture Ambassadors (CAs), Jezrelle’s role is to make sure the company’s unique culture stays alive and is nourished, by ensuring that the care we show to our people remains the number one priority in our business.

Together with the CAs, she’s in-charge of organizing all company-wide events, spearheading employee initiatives, and implementing recognition programs for all staff.

All these, directed towards developing the employee experience that’s in line with our core values and company culture that drives employee engagement.

Jezrelle is VBP’s baby girl, nick-named as she was the first ever fresh graduate hire in VBP and the youngest at the time. Started with the business as an FPA, now tasked to lead VBP into being the best place to work at in the Philippines.

Leo Infante

Senior Corporate Trainer

BIO

Leo started as a Financial Planning Assistant in 2014 and moved to assist the Learning & Development Manager with training of new hires because of training work background. He is also responsible for upskilling team members as needed and he endeavors to have a comprehensive understanding of work processes to develop and deliver training modules under specified timelines.

He manages training classes and interdepartmental communication and coordination, and assesses performance of trainees accordingly.

See training

Jon Beja

Client Service Manager, Team Bej

BIO

Jon (Bej) joined VBP in 2015 after having spent 10 years working in the BPO industry servicing accounts for technical support, credit card fraud and retail banking. He joined the company as a CSR then transitioned as the Coordinator of the Scalable Admin Services after a year where he is responsible for assessing newbies to ensure they are client-ready as well as ensuring that SAS client deliverables are met.

Chy de los Reyes

Client Service Manager, Team 9Bug

BIO

Chy started off as an FPA in 2015 and became the very first VBP Employee of the Year awardee in 2016. She now manages 15 heads under 9 clients, making sure that quality outputs are being delivered and at the same time, ensuring that their working relationships are harmonious.

Lailani Santos

Announcer Client Service Manager, Team Announcer

BIO

Lailani is a dedicated CSM for the Announcer Group. She is the go to person for all things Announcer and has been successfully navigating across all divisions—Financial Planning, Mortgages, Marketing, Tax and Property. She oversees tasks that FPAs (financial planning assistants) are doing and is responsible for the overall performance of the team.

She started as a Financial Planning Assistant in 2014 and became a hybrid Mortgage & Financial Planning assistant before she became a CSM. She believes that the success of an FPA rests in nurturing them by way of hands on training, real time coaching and believing on their potential.

Jeffrey Suñega

Client Service Manager, Team Jeffreylicious

BIO

Prior to joining VBP, Jeff has spent 6 years and worked a few roles in one of the BPO companies in the Philippines as:

Quality Assurance
Specialist Subject Matter
Expert Training and Staff Development
Team Leader

Jeff is responsible for managing daily performance and productivity of his FPAs and ensure that work is delivered on time, high quality, and accurate work with strong attention to detail. He liaise with client about tasks being assigned, training needs, and coordinate where required for further training. He oversees and ensure that the FPAs have documented processes and task instructions for the work they do on the business hub. He also supports client and FPA interaction by conducting weekly check-ins, NPS survey, Partnering for Performance Sessions, and provide quarterly performance appraisals to FPAs.

Riga Tablada

Client Services Manager, Team Investblue

BIO

Riga looks after Invest Blue – Advice Team. She monitors overall performance and oversees task. She fills in if an FPA is not around. She makes sure that the team is aligned with processes across all 8 offices that Invest Blue caters. She believes that everything is possible with Invest Blue.

Renz Salares

Client Service Manager, Team Synergy

BIO

Renz is responsible in managing the team’s performance by making sure that FPAs are compliant with their schedules and are performing to their clients’ expectations. He does this through regular one-on-one sessions, coaching, and quarterly performance evaluation. He also supports client and FPA interaction by conducting weekly check-ins, NPS survey, and Partnering for Performance Sessions.

Noralynd Cayanong

Client Service Manager, Team Oakies

BIO

Nora is a dedicated team leader to one client & handling a total of 4 FPAs. Part of her role is doing implementation task for Cameron Vallve (Oak’s managing director) and Richard Owen (his replacement). She do checklist on every advice given and execution completed to be compliant with all the requirements needed during the audit. She also manage both of their clients’ admin task and at the same handling the team’s performance.

Nora do FPA onboarding but only to Oak Financial Planning. She is happy to provide assistance anytime to FPAs who need further clarification on their implementation/ compliance checklist tasks.

Aldrin Gornez

Client Service Manager, The Aldringers

BIO

Aldrin is the dedicated Team Leader to Team Aldringers. He is currently handling two clients – Finlease and QPF Finance Group, with 6 FPAs. Part of his role is to do Loan Documentations and Online Applications for both clients. He handles the team’s performance by making sure that all deals were submitted on time and has no error. He does one-on-one sessions and makes sure that everything is monitored regularly. He is happy to provide assistance anytime to FPAs handling Mortgage Online Application and Loan Documentation.

Mike Chan

Client Service Manager, Teample of Mike

BIO

Mike, as fondly called by his friends, has joined VBP in April 2018, as a Client Services Manager. He is currently managing 22 FPAs with 13 clients in his plate, ensuring everyone gets the same level of service he’s expected to provide. He was one of the awardees in the recent All-hands Meeting for the 2019 Most Influential Leaders of the Quarter.

Kristina Reyes

Client Service Manager, Team Tina-cious

BIO

Tina joined VBP in March 2017. She is one of the Client Services Managers and is currently managing 17 Financial Planning Assistants with 12 different clients. Tina is responsible for overseeing the performance of the FPAs and liaising with their clients about tasks being assigned, training needs, and etc. to ensure that a supportive team environment is provided.

Jesalyn Inso

Client Service Manager, Team The Hopkins Group

BIO

Jesalyn is the Client Service Manager of The Hopkins Group Cebu team.

She mainly handles the Financial Planning administration processes but also supervise in Accounting Admin, Mortgage Broking, and Property Management offshore matters. She is responsible in responding to client’s feedback and concerns. She does performance review of the staff and conduct one-one-one sessions to discuss topics a staff is concerned about and identify what kind of support can be provided

Lito Macawile

Client Service Manager, Team PigLits

BIO

Prior to joining VBP, Lito has worked a few roles in one of the BPO companies in the Philippines as:

Coordinator Intraday (5 years)
Technical Support Representative (5 years)
Credit Analyst (1 year)

Lito is responsible in supporting 16 FPAs and working with 7 Clients to assist where required. Specifically he help supports FPAs in the following ways:

Managing daily performance and productivity of the FPAs and ensure that work is delivered on time, high quality, and accurate work with strong attention to detail.
Liaise clients about tasks being assigned, training needs, and coordinate where required for further training.
Oversees and ensures that the FPAs have documented processes and task instructions for the work they do on clients’ business hub.
Be a sounding board for your FPA/s to ensure they feel supported (locally) and provide quarterly performance appraisals.

A little background of “Team PIGLits”:

PIG because Lito started handling the team in the Year of the Earth PIG (Chinese astrology) then Lits is from his name his colleagues fondly addressed him as ToLits.

Aimz Pagobo

Client Service Manager, Team Boom Cherryt’2

BIO

Aimz has always been a challenger of the norm to better the status quo.

Backed up with a total of 10 years experience, she has gained success in implementing innovations in operational systems and she has been applying these principles to her team of 12 Financial Planning Assistants under various practices. She helps breach the gap brought about by distance and diversity by checking in with the clients and discussing points for improvement with her team members through one-on-one sessions. She encourages her team members to express their ideas and maintain autonomy while adhering to company standards.

MEET THE TEAM

About Company | Executives | Department Heads | CSMs

About Us

Executives

Co-founder & CEO

Co-founder & Director of Operations

Chief Strategy Officer

Department Heads

Office Manager

Head of People and Culture

Learning and Development Manager

Head of Client Services

Head of Client Experience

Head of Client Onboarding

Employee Experience Manager

Senior Corporate Trainer

Client Service Managers

Team Phoenix

Team Phoenix

Team Invest Blue

Team Announcer

Team Jeffrylicious

Team Investblue

Team Synergy

Team Nora

The Aldringers

Teample of Mike

Team Alez

Team Tina

Team THG

Team Blueprint Wealth

Team Piglits

Team Jao

Team Boom Cherryt’2

Team NFPG

David Deegan

BIO

Charmaine Querouz

BIO

Kay Jongko

BIO

Shi-an Llanto

BIO

Gazzy Velez

BIO

Jabber Ludag

BIO

Jezrelle Rasonabe

BIO

Leo Infante

BIO

Jon Beja

BIO

Chy de los Reyes

BIO

Lailani Santos

BIO

Jeffrey Suñega

BIO

Riga Tablada

BIO

Renz Salares

BIO

Noralynd Cayanong

BIO

Aldrin Gornez

BIO

Mike Chan

BIO

Kristina Reyes

BIO

Jesalyn Inso

BIO

Lito Macawile

BIO

Aimz Pagobo

BIO