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I am Carlos, a graduate of BS Management Information Systems in the Philippines. I am a licensed Equity Trader of a local stockbrokerage firm with 6 years of experience and an aspiring Virtual Assistant that focuses on Research here in OLJ. I have worked with a diverse set of clients, providing them with research that includes, but is not limited to, company and industry information, financial statements, economic data, and market behavior that would aid in the client's decision-making. I can provide detailed research in a variety of categories that would cater to your needs. I am a detail-oriented and resourceful person who can work well alone or with a team. I can easily communicate in words or in writing what I have to say. I can manage my time well as I have had other important tasks outside of my professional job that I can still give attention to and finish in time without sacrificing quality. Learning new skills is something I enjoy as well, so it would be boon to be trained in tools that I have yet to try and that is relevant to the job. Some of my technical skills include the following; - Online Research - Sales and Marketing - Web Scraping - Data Collection - Data Analysis - Technical Writing - Presentation - Customer Service - Email Management Tools that I know how to use; - G-Suite: Sheets, Docs, Slides, Calendar, Drive, Trends - MS Office: Excel, Word, PowerPoint, Teams, One Drive - Social Media: Facebook, Instagram, Pinterest, LinkedIn, Tiktok, Twitter - Email: Outlook & Gmail- Communication: Facebook Messenger, Skype, Viber, Telegram, WeChat, Ring Central, Zoom - E-Commerce: Amazon, Shopee, Lazada If you believe that I am up for the task, kindly send an invitation!

Hi Client! Welcome to my freelance profile! I have assisted 100+ Businesses in their finance and investment research, marketing and customer research, B2B Lead Generation, business and marketing plans, admin and virtual assistance projects, in my 8 Years as a freelancer. For finance and investment opportunities research, I am using tools like Crunchbase, Pitchbook, AngelList, PrivCo, DnB, Bloomberg, CB Insights, Tracxn, SemRush, etc. I have strong research and data gathering capabilities across industries. Aside from research, I can also do analysis, pinpoint and present key and relevant data. May it be for seed, pre-launch, startup phase, business expansion, merger and acquistion phase, I am the researcher you have been looking for. If you are a business owner, I can connect you to angel investors, VCs, family offices, investment banks, etc. If you are an investor, I can look for right investments/deal flows that you preferred. I also offer marketing and customer research, some admin and virtual assistance projects like lead generation, data curation, competitor analysis, brand audits, procurement, real estate services, LinkedIn Development etc. I am familiar with premium paid tools like LinkedIn Sales Navigator, Hunter, ZeroBounce, etc. I can also assist reaching out to these leads by using various CRMs like HubSpot, SalesForce, MailChimp, etc. We can have a lead generation/enrichment of future clients, existing clients, influencer reach, investor reach, etc. I can also do Business plans, Marketing Plans, Industry analysis, and other deliverables you need to jumpstart and revamp your businesses. I have also done projects on fundraising in crowdfunding platforms like KickStarter, Indiegogo, GoFundMe, etc. Please do look on my portfolio section, for a brief preview of my past projects. In my work, I highly value quality and timeliness. I look forward to collaborating with you! ---- As each one has received a gift, minister it to one another as good stewards of the manifold grace of God. - 1 Peter 4:10 NKJV Finished a Bachelor's Degree in AgriBusiness and Management; and worked as Middle Management in Corporate for three years, Direct Marketing for three years, and Freelancing for six years, with 100+ projects and 6,000+ hours worked, I have gained extensive experience and mentoring across different industries. Now, I am also venturing into financial and risk literacy.

Good Day Clients, I'm Greethyl Ann a former Research Analyst from a private company, my experience from my years working in my previous work is being able to enhance my knowledge in Private Equity Fundings and Portfolio, Data Mining Gathering, LiveDeals, and Data Operation Cleaning, Data Scrapping. I am confident that I would be able to make some contribution in your company. I can also work in Data Research, Data Entry, company profiling and Executives Email search and other specific social information.

Struggling to make sense of complex financial data for strategic decisions? My name is Wilfredo, a CFA Level II passer with 𝟕+ 𝐲𝐞𝐚𝐫𝐬 in hedge fund research and M&A advisory, delivering actionable insights and robust financial models that drive growth and informed investments. 📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 Build custom financial models for investment evaluation, capital raising, and strategic planning. 📉 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Assist with due diligence, deal modeling, and buy/sell-side transaction analysis. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 Deliver comprehensive investment analysis and performance reviews across asset classes. 📊 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 Design interactive dashboards using Excel, Power BI, or Tableau to monitor KPIs and business performance. 💰 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 Prepare clear, investor-ready pitch decks, reports, and fundraising documents. ============================================================================ 🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟 ❝Wilfredo was a pleasure to work with. He was very diligent and responsive. I was impressed that Wilfredo came up with solutions and cool ideas to implement to the project. I would use Wilfredo again for future projects.❞ – William E. ❝Jun — you’ve done an excellent job on our specialized Excel projects. Your skills are clearly expert-level: you work quickly, build clean and reliable models, and consistently deliver exactly what’s needed. Communication has been regular and proactive throughout, with clear updates and thoughtful questions when requirements needed tightening. Most importantly, you complete work on time and to a high standard. I’d gladly hire you again and recommend you to anyone needing advanced Excel support.❝ - Chris D. ❝Wilfredo worked quickly and communicated well. He was able to review a financial model and make some helpful updates and comments.❞ – Lauren R. ❝Wilfredo is very smart and works quickly. The work was done perfectly and he made several adjustments that I asked for during the process. I definitely recommend him.❞ – Fahid Mustafa E. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level II Passer 🎖 Financial Modelling and Valuation Analyst (FMVA) ============================================================================ 📊 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 Need expert financial analysis or a custom model to drive your business decisions? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 and let's unlock your financial potential together. I typically respond within 6 hours and am ready to support your project needs. 💼 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Excel (Advanced Financial Modeling) • Financial Modeling and Valuation Analyst (FMVA) • Equity Valuation Models 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐈 𝐓𝐨𝐨𝐥𝐬 • Power BI • Tableau 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 & 𝐐𝐮𝐞𝐫𝐲𝐢𝐧𝐠 • SQL 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐬 • Hedge Fund Research Platforms • Investment Banking Tools 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Chartered Financial Analyst (CFA) Level II Passer • Financial Modelling and Valuation Analyst 𝐒𝐨𝐟𝐭 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐞𝐬 • M&A Advisory Support • Due Diligence • Deal Execution • Investment Analysis • Scenario & Cost Optimization Analysis FP&A, Financial Modeling, Financial Analyst, Budgeting, Forecasting, Valuation, DCF, M&A, Investment Analysis, Due Diligence, Excel Expert, Power BI, KPI Dashboard, Cash Flow Forecasting

I have 11 years of experience working as a freelancer. My responsibilities include data entry, web research, and virtual assistance. I am detail-oriented, highly organized, and can work both on a team, and independently. I work diligently to ensure I can deliver good result accurately and in timely manner.

🏆Top Rated Since 2015🏆 ⭐Top 10% of talent on Upwork⭐ ✅ 20 years of experience in Sales, Telemarketing, Business Development and more ✅ High-Level English Communication Skills ✅ Proven Track record in increasing clients’ sales revenue ✅ Sales, Telemarketing, and B2B Development Manager since 2006 🏆MAIN SERVICES OFFERED🏆 ✅B2B Sales Closing Specializing in DIGITAL MARKETING & SAAS ✅Real Estate Inside Sales ✅Business Development ✅Real Estate Appointment Setting and Lead Generation ✅ Telemarketing and Outbound Sales ✅B2B and B2C Cold Calling ✅Sales Acquisitions ✅Project Management ✅ Negotiating and Closing Deals ✅Administrative Work ✅General Virtual Assistance 🏆Work Expertise 🏆 ✅B2B Cold calling and Appointment Setting ✅B2B Sales Development ✅B2B Lead Generation ✅Generating Leads and Data Scraping ✅B2B and B2C Project Management ✅B2B Sales and Closing ✅Scriptwriting, Project Management, and Strategizing 🏆 Software Expertise 🏆 ✅Go High Level ✅Zapier ✅Hubspot ✅Zoho ✅Mojo Dialer ✅Propstream ✅FollowupBoss ✅Firepoint ✅Podio ✅GoDaddy Website Builder ✅Meta Business Ads 🏆Soft Skills🏆 ✅Video Editing ✅Canva ✅Social Media Management ✅Tiktok Account Management ✅Facebook Marketing ✅Content Creation 🏆Hard Skills 🏆 ✅ Sales Closing ✅ End fo End Sales ✅ Real Estate Inside Sales ✅B2B and B2C Sales ✅Project Management ✅Cold Calling and Outbound Sales ✅CRM Management, Automation, and Integration ✅Discovery Call and Meeting presentation ✅Closing and Negotiating Deals ✅Telemarketing Scriptwriting ✅Sales Process Management ⭐ Work Experiences ⭐ 1️⃣Upwork 2015 - Present ➡️Real Estate ISA - Assist Realtors and Real Estate Brokers by contacting and prequalifying homeowners for a buyer or listing appointment. ⭐Worked with companies like ⭐ ✅VentureX ✅ Smartly Digital Solutions ✅The SEO Room ✅The Perna Team at Keller Williams ( Novi, MI ) ✅Amanda Vang, KW ( San Jose, CA ) ✅Liza Dydishka, EXP Realty ( Nashville, TN ) ✅Hutch and Howard Team at KW ( Knoxville, TN ) ✅Christie’s International Real Estate ( Ramsey, NJ ) ⭐⭐SUMMARY ⭐⭐ ✅ 10years of Real Estate Cold VA, Cold Calling, Appointment Setting Experience ✅10years of Real Estate ISA experience ✅Expert in generating HIGHLY QUALIFIED listing and buyer appointments ✅Fully scripted and well-trained ✅Familiar with Mike Ferry, Haro Group, YES Masters, and other powerful scripts. ✅Real Estate Influence: Brandon Mulnerin, Jackie Kravitz, Kevin Ward, Deric Lipski and Colton Lindsay, and Brent Daniels (investor side) ✅Can handle lists like Expired, FSBO, Neighborhood Cold Calling, Absentee Owner, Just Sold, Just Listed, Pre-foreclosure, Auction, Old expireds and many others. ✅ 3:5 listing vs appointment ratio and have a great track record in setting quality appointments. ✅ Knows how to prequalify leads to make sure they are motivated and ready to sell or buy properties. ✅Attended coaching webinars like KW-MAPS Basecamp Coaching led by Anna Krueger of Haro Group and Sarah Jahn ✅Have experience calling for Real Estate Teams, offices, investors, and independent realtors. ✅Dialed for Metro Detroit Area in Michigan, South and East Bay Area in California, Beverly Hills CA, North Carolina, Kansas, Maryland, Georgia and Washington DC, New Jersey, New York, Las Vegas, Orange County CA, and Tennessee real estate market. ➡️B2B SALES DEVELOPMENT MANAGER ⭐⭐Handled industries like ⭐⭐ ✅ Digital Marketing ✅ SEO ✅ Web Design ✅Credit Repairs ✅Mortgage ✅Real Estate ✅ Insurance ✅Health Insurance ✅ Property Management ✅Telecommunications ✅Staffing and Recruiting ✅ Manufacturing and Retail ✅Hotel and Travel ✅Cleaning Services ✅Home Improvement ✅Health and Wellness ✅Software and Apps ✅IT Services ⭐⭐Tasks and Responsibilities ⭐⭐ ✅Cold Call Prospects and set appointments ✅Follow up via text or email, using the CRM ✅Meet clients via Zoom to provide information about our services/products ✅Build Relationships and create proposals ✅Nurture the leads until closing ✅Scriptwriting, CRM Management, App Integrations, Automation and Workflow ✅Training and development ✅Providing Consultation to improve the overall sales process ✅Team Management and Support 2️⃣Acquire Asia Pacific/ Dodo Australia ( 2008 - 2015 ) ⭐Sales Representative and Closer ( 2008 - 2009 )⭐ ✅Cold Call end users and offer telecommunication services ✅Handle a full sales cycle from opening to closing ✅Gather mode of payment and sign up customers ⭐Sales Team Manager ( 2009 - 2015 )⭐ ✅Handle a team of 8 to 10 telemarketers ✅Meet Daily KPIs without compromising the quality ✅Constant sales coaching and mentoring ✅Provide training to ensure telemarketers’ selling skills are honed 3️⃣Epixtar ( 2006 - 2008 ) ⭐Reed Business Information⭐ ✅Cold Call C-Suite Executives of Fortune 500 Companies to prequalify and offer our magazine subscription designed for their specific industry ⭐Discover Card⭐ ✅Cold Call merchants all over the US to offer partnerships and persuade them to accept Discover credit cards as a mode of payment in their store