Dan Tudor Lacap
Agency Unit Manager @ Maxicare Healthcare Corporation
About
Let’s talk about your investment goals...and we go from there, shall we?
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Singapore
Insurance
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

Health Benefits Consultant
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.

Field Manager
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.

Equity Trader
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.

Subject Matter Expert
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,

Deal Manager
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.

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

Head of Finance
4th Economics Leaders' Congress
Manila, National Capital Region, Philippines
Education

Applied Economics
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.

Applied Economics
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
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