James Calisaan

OJT Intern – Administrative & Financial Advisory Support at Allianz PNB Life Insurance (2025-09 – 2026-03)

• Assisted the administrative team in reviewing, formatting, and organizing client and company documents to ensure completeness, accuracy, and compliance with data privacy standards
• Collaborated with a team to design and revise a structured process flow for task management, reinforcing planning, accuracy, and workflow efficiency
• Completed training on financial regulations, ethical advising standards, and company policy in preparation for the insurance licensure exam
• Maintained confidentiality while handling sensitive financial and client information
• Completed a 600-hour internship in financial advising and insurance, gaining hands-on industry experience

B.S in Management of Financial Institutions – De La Salle University (2026-08)

Accountancy, Business, and Management Strand — With Honors – Colegio de Santa Ana (2022-06)