Dan Tudor Lacap

Dan Tudor Lacap

Agency Unit Manager @ Maxicare Healthcare Corporation

About

Let’s talk about your investment goals...and we go from there, shall we?

Country

-

City

Singapore

Industry

Insurance

Skill

Xero, Anti-Money Laundering, Due Diligence, Futures Trading, Databases, Transfer Pricing, Research Skills, Report Writing, People-Oriented, English, Coaching, Regression Analysis, Business Management, Internal Audits, Invoice Processing, Planning Budgeting & Forecasting, Cost Accounting, SKU Management, Deal Management, Pricing Strategy

Experience

Maxicare Healthcare Corporation

Agency Unit Manager

Maxicare Healthcare Corporation

LinkedIn
2026-1 - Present · 9 mos

Manila, National Capital Region, Philippines

Maxicare Healthcare Corporation

Health Benefits Consultant

Maxicare Healthcare Corporation

LinkedIn
2023-2 - Present · 3 yrs 8 mos

Manila, National Capital Region, Philippines

Maxicare Midyear Agent Awardee (2024) – B2C Category Closed high-value accounts and consistently ranked top in national sales. Leveraged digital platform (e.g., TikTok) to engage clients, generating over 3.2 million views. Demonstrated effective communication and client relationship management.

Sun Life

Certified Investment Solicitor

Sun Life

LinkedIn
2020-11 - 2025-6 · 4 yrs 8 mos

Taguig, National Capital Region, Philippines

I offer Mutual Fund Investment under Sun Life Asset Management (SLAMCi) 6-time Medallion Awardee (Top 8% Advisor of Sun Life Nationwide) Grand Slam Medallion Awardee Macaulay Club Awardee

Sun Life

Financial Advisor

Sun Life

LinkedIn
2020-7 - 2025-6 · 5 yrs

Philippines

Sun Life

Field Manager

Sun Life

LinkedIn
2021-4 - 2022-11 · 1 yr 8 mos

Philippines

My journey in the insurance industry has been nothing short of remarkable. I began as an insurance advisor, and through unwavering dedication and a commitment to excellence, I achieved numerous prestigious awards and accolades that marked my expertise and passion for the field. These accomplishments led to my well-deserved promotion, where I took on the role of coaching and mentoring my team to replicate the same success. Witnessing them grow, excel, and achieve their own awards has been a truly fulfilling experience, demonstrating the power of hard work, knowledge, and teamwork in this dynamic industry. My journey in insurance has been defined by a relentless pursuit of excellence and a genuine desire to see others succeed alongside me.

UTrade by Unicapital Securities, Inc.

Equity Trader

UTrade by Unicapital Securities, Inc.

LinkedIn
2019-8 - 2020-7 · 1 yr

Makati

As an experienced equity trader, I have had the privilege of managing trading operations for institutional clients, which has honed my skills in navigating the complexities of financial markets. My role extended beyond executing trades to encompass facilitating Initial Public Offering (IPO) processes. This involved meticulous planning, precise execution, and a comprehensive understanding of the IPO landscape. In addition, I was responsible for conducting Know Your Customer (KYC) and due diligence procedures for our clients, ensuring compliance and safeguarding our institution's reputation. These multifaceted responsibilities have not only enriched my expertise in equity trading but have also underscored my commitment to delivering the highest level of service and regulatory compliance for our valued clients. My journey as an equity trader has been defined by adaptability, precision, and unwavering dedication to meeting the diverse needs of institutional investors while upholding the highest industry standards.

Shell

Subject Matter Expert

Shell

LinkedIn
2018-3 - 2019-4 · 1 yr 2 mos

Makati, National Capital Region, Philippines

DFOA MAINTENANCE [SUPER USER] for US Lubricants, US Marine, and Canada (unique skillset, only 2 of us across all Shell line of businesses know how to process the items below) Create material extension to plants/superplants, execute material withdrawal, create plant set-up, test the quality of plant set-up, cleaning up of inventory of plants to the system,

Shell

Deal Manager

Shell

LinkedIn
2018-1 - 2019-4 · 1 yr 4 mos

Makati

In my role as a Deal Manager and Subject Matter Expert (SME) in the Shell distributor process, I've had the privilege of being at the forefront of our business operations. My responsibilities included overseeing complex deals and transactions, applying my deep knowledge and expertise to ensure their success. Beyond the day-to-day tasks, I actively contributed to spearheading various business improvement projects, resulting in a series of well- deserved awards such as Moment of Truth Award that recognized our team's commitment to innovation and excellence. These projects demonstrated my ability to identify opportunities, drive process enhancements, and ultimately, create a more efficient and successful business environment.

Hult Prize Foundation

Head of Marketing

Hult Prize Foundation

LinkedIn
2017-8 - 2017-12 · 5 mos

London, England, United Kingdom

Foundation for Enterprise Management Innovations, Inc. (FEMI Inc.)

Project Consultant

Foundation for Enterprise Management Innovations, Inc. (FEMI Inc.)

2017-1 - 2017-8 · 8 mos

Quezon City

Provided comprehensive financial templates for a client of our head firm (FEMI). Apart from that, the 3-months(March to April) financial statements we produced for the client help them gauged the strategy on which expenses to eliminate and to monitor the sales level. The client, Buffed n' Barbed, is a newly established restaurant located in Cavite that seeks the advisories skills of our team on how to expand their business from their current financial performance level.

4th Economics Leaders' Congress

Head of Finance

4th Economics Leaders' Congress

2016-11 - 2016-11 · 1 mo

Manila, National Capital Region, Philippines

Department of Finance

Intern - International Finance Group (IFG)

Department of Finance

LinkedIn
2016-4 - 2016-5 · 2 mos

My responsibilities in International Finance Group include reviewing policies of ASEAN+3, transcribing ASEAN meetings, providing economic outlook, and arranging the logistics of ASEAN conferences.

Education

De La Salle University

De La Salle University

LinkedIn

Economics and Business Management

2012 - 2017 · 5 yrs

Top University in the Philippines 1st Honors Dean's Lister: Academic Year 2016-2017- 3rd term 2nd Honors Dean's Lister: Academic Year 2013-2014- 3rd term

University of Indonesia

University of Indonesia

LinkedIn
2015 - 2015

Finalist of 13th Economix

De La Salle University

De La Salle University

LinkedIn

Applied Economics

2012-5 - 2017-10 · 5 yrs 6 mos

Why did I study Applied Economics? It is really the marriage of idealism and realism in a way that we are trying to make sense of the world through analyzing data, so we can make informed decisions in life. Here are a few key takeaways from my degree: Analytical Skills: My degree has honed my ability to dissect complex economic data, evaluate trends, and provide insightful recommendations. Real-World Application: Applied Economics doesn't just stay in textbooks; it's all about practical solutions. I've learned to apply economic principles to solve real-world problems, from market analysis to public policy. Global Perspective: Economics transcends borders. I've gained a global perspective, understanding how economic policies and decisions affect communities, industries, and nations around the world.

De La Salle University

De La Salle University

LinkedIn

Applied Economics

2012-5 - 2017-10 · 5 yrs 6 mos

Why did I study Applied Economics? It is really the marriage of idealism and realism in a way that we are trying to make sense of the world through analyzing data, so we can make informed decisions in life. Here are a few key takeaways from my degree: Analytical Skills: My degree has honed my ability to dissect complex economic data, evaluate trends, and provide insightful recommendations. Real-World Application: Applied Economics doesn't just stay in textbooks; it's all about practical solutions. I've learned to apply economic principles to solve real-world problems, from market analysis to public policy. Global Perspective: Economics transcends borders. I've gained a global perspective, understanding how economic policies and decisions affect communities, industries, and nations around the world.

Dan Tudor Lacap's Contact Information

Email

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Phone

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