BIO – Alex A

BIO – Alex A

Alex Arrieta

Client Services Manager

BIO

Alex joined VBP back in 2017 as an FPA and now looks after the Invest Blue Office Admin Assistants. She oversees allocation of workload, fields task-related questions and fills in if one of her team members is not around. She is responsible for addressing client feedback, upskilling her team on new processes, and conducting performance reviews. In 2018, she was awarded the Su Cardino Core Value award, and team Invest Blue – the Team of the Year award!

BIO – Jefferson

BIO – Jefferson

Jefferson Lim

Quality Assurance Manager

BIO

Jeff joined VBP back in 2016 having worked in 4 types of industry ranging from Information Technology, Auto-finance, Insurance, and Telecommunications. Currently, he is the Quality Assurance Manager for the Paraplanning team, working with 9 Analysts providing support to all Paraplanners in all technical aspects and training. This is to ensure that the staff can produce high-quality advice documents to our clients and are kept up to date to any changes in the financial planning industry.

BIO – Val

BIO – Val

Valery Jakosalem

Sales and Onboarding Consultant

BIO

She joined VBP last  March 2018 . She worked as a financial planning assistant for a year and 7 months for different licensees. After which, she became an Onboarding Client Service Manager under the Forge. Just recently, she also became a part of the Sales Team as a Sales and Onboarding Consultant.

As an Onboarding Client Service Manager, she helps establish a good working relationship between clients and FPAs. She is responsible for supporting the FPAs and the Clients especially on the first few months of onboarding where most of the adjustments are done.  She oversees the FPAs daily performance and helps them produce compliant and quality work. Now and then, she checks in with clients to make sure that they are supported in whatever way VBP can. 

As a Sales and Onboarding Consultant,   she is usually the first person you get to interact with when you come in touch with VBP for the first time. She will walk you through how we make things possible here in VBP and share a helicopter view of what to expect when onboarding.

BIO – Eljon

BIO – Eljon

Eljon Brigoli

Client Services Manager

BIO

Eljon joined VBP as a Mortgage Broking Assistant in March 2017 working for a mortgage broking firm. He was responsible for preparing loan application forms, lodgments, following up of loan status and preparing loan reviews. In December 2019, he stepped up and got promoted as an Onboarding CSM (under The Forge).

Eljon is responsible for assisting new FPAs and MBAs endorsed from training to operations. He is also responsible for overseeing the performance of new FPAs and MBAs and liaising with their clients regarding the tasks being assigned, training needs, workload, etc to ensure good quality output.

BIO – Chy

BIO – Chy

Chy de los Reyes

Operations Manager

BIO

Chy is one of our greatest success stories in VBP. She started as a Financial Planning Assistant in April 2015, won the First Employee of the Year Award in 2016, then became a Client Services Manager in 2017. 

Currently, she is one of the cluster heads working with Client Services Managers and Dedicated Team Leads in overseeing about 250 admin staff and ensuring right support and direction are provided to achieve great outcomes for clients.