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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.

I have 11 years of experience working with: Google Earth, Google Earth Pro, Bing Map, Microsoft Excel, and Internet Research. I am seeking for job opportunities that will materialize my skills, talent, and knowledge for the benefit of the company. I would be in further development towards higher competency. I have helped some pioneers in the Mobile Home Park or Manufactured & Modular Homes/Mobile Structures Industry to build their MHP database and keep it up to date. (You can check my work history as well as their comments for reference). I can help you build your own database in: - Virtual Assistance (Specifically for Real Estate) - Mobile Home Park Researcher - Single-family Researcher - Multi-family Researcher - Self Storage Facilities Researcher - Tank mapping - Real Estate title property research. - Parking lots property research -Auto Repair Business Contact List Researcher -nursing homes, and assisted living centers in the United States. - Vacant lands - Hotel and motel research - Restaurants List - Homes for rent and for sale - Research of Homeowners(HOA) - Research dumpster(Hauling) companies I want to develop and practice my knowledge if given a chance. My main goal is to share my knowledge with my clients and create a good and honest working relationship with them.

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

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.

13+ years of proven experience turning conversations into qualified opportunities. If you're looking for someone who can confidently engage prospects, qualify leads, book appointments, and represent your business professionally, you're in the right place. Throughout my career, I've specialized in cold calling, appointment setting, and lead generation across multiple industries. I consistently deliver quality leads while building genuine connections with prospects. My average conversion rate is 2 qualified appointments per 100 calls, backed by years of refining my communication and sales skills. I'm a proactive problem-solver who works efficiently with minimal supervision, values integrity, and is committed to producing results. Why Work With Me? ✅ 13+ years of outbound calling experience ✅ Skilled in appointment setting and lead generation ✅ Strong communication and negotiation skills ✅ Reliable, self-driven, and results-oriented ✅ Dedicated to representing your brand professionally Industries I've Worked With 🏡 Real Estate (Investors & Agents – Buyers and Sellers) 🤝 B2B Sales 🛍️ B2C Sales 📈 Digital Marketing Agencies 🏦 Mortgage Companies 🧹 Cleaning Services 💰 Finance 🛡️ Insurance Experience Includes 🎧 Cold calling distressed property owners to determine selling interest 🎧 Contacting probate, FSBO, tax delinquent, absentee owner, foreclosure, and other motivated seller leads 🎧 Negotiating offers and building rapport with homeowners 🎧 Following up with warm leads and connecting buyers with qualified real estate agents 🎧 Scheduling appointments with lenders and sales representatives 🎧 Presenting and pitching products and services with confidence Tools I'm Experienced With ✔️ Xencall ✔️ VICIdial ✔️ GoHighLevel ✔️ Podio ✔️ Net2Phone ✔️ Follow Up Boss ✔️ Prospect Boss ✔️ Mojo Dialer ✔️ REI Simple ✔️ PropStream ✔️ Whitepages ✔️ BatchDialer ✔️ CallTools ✔️ REDX ✔️ CINC ✔️ WhatsApp ✔️ Slack ✔️ Webex Services I Offer 📌 Cold Calling 📌 Warm Calling 📌 Appointment Setting 📌 Lead Generation 📌 Lead Nurturing 📌 Chat Support 📌 Email Support & Email Management 📌 Quality Assurance About Speak2Connect In addition to my personal experience, I also manage Speak2Connect, a growing agency that provides trained, high-quality virtual agents to help businesses scale their sales and customer support operations. Whether you need one experienced caller or a dedicated team, we can provide reliable professionals who are committed to delivering results. I take pride in my professionalism, integrity, and commitment to every client I work with. My goal is simple: to become a valuable extension of your team and help your business grow. Let's connect and discuss how I—or my team at Speak2Connect—can help you generate more leads, book more appointments, and close more deals.