VINCENT YUMUL, RFP, CIS, MAPc - Sr. Manager & Licensed Financial Advisor, Sun Life Philippines

Years of experience: 24

VYInvestor & VCMarketingBusiness OwnerC-level ExecutiveSales & BizDev

Trusted by top professionals

Rommel Ravago
Unit Manager @Sun Life of Canada Philippines Inc.
Verified
My first official interaction with Vincent was in 2016, during a joint fieldwork session with Shelly, my boss’s wife, who was unwell at the time. Vincent stepped in to present on behalf of my client, ...
Ika Marie De Guzman
Executive Assistant @Quebracho
Verified
I have worked with Mr. Vincent Yumul for a year now and I can confidently say that he is very kind and generous. He is a focused and goal-oriented person. He is also very caring and understanding to a...

Trust Score

Exceptionally trusted; proven professional excellence.

100%

VINCENT's Career Path

Mar. 2013 -
Present

Sun LifeSr. Manager & Financial Advisor

PhilippinesI am a Registered Financial Planner (RFP Phil.) and a licensed Mutual Fund Advisor - CIS (SEC). With over a decade of experience, I have built a robust portfolio and managed mutual fund investments and insurance plans for over 1,200 individual and corporate clients, ranging from mid to ultra-high-net-worth (HNW), with assets under management (AUM) totaling approximately ₱50 million. My role e...

Nov. 2010 -
Mar. 2014

FoundeverDirector, Global Account Management

Quezon City, National Capital Region, PhilippinesFormerly Sitel Philippines I am responsible for the P&L, revenue growth, margins, and EBITDA of the regions under my leadership. I oversee global tech support operations, encompassing hardware, software, customer service, cable, and communications support. Our team of over 7,000 agents worldwide provides support to a diverse range of clients. I was privileged to lead a 'Tiger Team' tasked wit...

May. 2009 -
Oct. 2010

ConcentrixBusiness Development and Client Manager

Muntinlupa City, National Capital Region, PhilippinesFormerly Stream Global Services I am accountable for the client relationship, internal P&L, scorecards, and business growth (new business and organic). I oversee the global tech support operations, including desktop and laptop computers, including wireless support. Our team, consisting of over 4,000 agents, supports our APAC and EMEA clients.