🔹 C-Level Executive Partner | Crypto & Stock Trader | Virtual Assistant | AI Researcher | CRM Specialist | Insurance & HMO Agent
<aside> <img src="/icons/camera_orange.svg" alt="/icons/camera_orange.svg" width="40px" /> Facebook | LinkedIn | Page
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<aside> <img src="/icons/username_orange.svg" alt="/icons/username_orange.svg" width="40px" /> [email protected]
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<aside> <img src="/icons/map-pin-alternate_orange.svg" alt="/icons/map-pin-alternate_orange.svg" width="40px" /> Batangas City, Philippines
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<aside> 👋 Hi, I’m Josh
I specialize in high-level executive assistance, AI-driven automation, and financial management, with expertise in crypto, stock trading, and CRM optimization.
✅ 6+ years in retail & corporate environments
✅ 3+ years in executive support & customer service
✅ 2+ years in AI & automation
I streamline operations using Notion, LaunchControl, Monday.com, Zapier, and RelaHQ.
💡 Expertise:
🔹 Real Estate AI & CRM | US-based real estate optimization
🔹 Finance & Insurance | Pru Life UK & Maxicare agent
🔹 Market Analysis & Trading | Crypto & stock insights
Let’s build smarter, stronger businesses. 🚀
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<aside> 📍 Executive Assistance Get back your time. From inbox management to calendar organization, I handle the details so you can lead with clarity and confidence.
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<aside> 📍 AI Researcher & Notion Specialist Stay ahead of the curve. Leverage AI-powered solutions to streamline operations, automate workflows, and gain data-driven insights.
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<aside> 📍 HMO & Life Insurance Because peace of mind is priceless. Protect yourself and your loved ones with plans that provide stability and security.
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<aside> 📍 Financial Planning & Investment Make your money work for you. Gain insights, strategies, and guidance to build lasting wealth and secure your future.
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<aside> 📍 Admin Tasks & Customer Service Reliable backend support and exceptional client care to keep your business running smoothly.
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<aside> 📍 Graphics & Canva Elevate your brand with stunning visuals that leave a lasting impression. Whether it’s social media, marketing, or presentations, I bring creativity to life.
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<aside> 📍 Athena - Executive Partner July 2024 - Present
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<aside> 📍 Pru Life UK - Licensed Financial Advisor - AUM September 2022 - Present
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<aside> 📍 Flow Property Group LLC - Price Action Trader / Disposition Manager September 2022 - July 2024
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<aside> 📍 R1 RCM Philippines - Senior Associate April 2022 - August 2022
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<aside> 📍 Teleperformance - Customer Service Representative July 2019 - May 2021
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<aside> 📍 SM Primeholdings - Visual Display Officer May 2013 - Feb 2019
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