Nawapas Patcharaphokinan
Senior Manager
Summary
Dynamic Financial Advisor with a proven track record at AEMD, excelling in comprehensive investment analysis and fostering client relationships. Leveraged analytical problem-solving to enhance retirement planning services, ensuring clients achieve their financial goals. Skilled in managing tax compliance and improving cash flow, driving efficiency and accuracy in financial operations.
Overview
12
12
years of professional experience
Work History
Financial Advisor
AEMD
01.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Accountant
WORMMEC
11.2014 - Current
- Improved cash flow management with timely invoicing and efficient collections practices.
- Input financial data and produced reports using [Software].
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Managed tax compliance tasks, filing accurate returns on time to avoid penalties or interest charges.
Budget Coordinator
Gold Coin Logistics
05.2013 - 04.2014
- Established clear communication channels between finance team members and other departments to ensure accurate information flow during the budgeting process.
- Identified potential risks and mitigated them through strategic adjustments in spending patterns or allocations.
Education
Bachelor of Arts - English Literature
DHURAKIJ PUNDIT UNIVERSITY
Bangkok, Thailand 04.2001 -
Skills
Comprehensive investment analysis
Analytical problem-solving
Insurance coverage analysis
Financial investment
Timeline
Financial Advisor
AEMD
01.2024 - Current
Financial Accountant
WORMMEC
11.2014 - Current
Budget Coordinator
Gold Coin Logistics
05.2013 - 04.2014
Bachelor of Arts - English Literature
DHURAKIJ PUNDIT UNIVERSITY
04.2001 -
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