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Audi Constance, RIA
Financial Engineer
Professionalism. Integrity. Efficiency.
Professional Experience:
Fiscal Agent, Financial Consultant - CFP Financial Solutions (Financial Planning, Taxes, Insurance, Real Estate, Loans and Mortgages,
Accounting & Payroll Services, Business Management consulting, Asset & Liability Management,1060 San Pablo Avenue, Albany, CA 94706 (current)
Realtor, Keller Williams Realty, 900 Colusa, Berkeley, CA 94707 (current)
Business Owner - Chateau (Furniture, Decor, Jewelry, and Global Goods)
- Constant Comments (Full-Service Interior Design, Home Staging)
- Vance Info Systems (Software Developer, Value Added Reseller, specializing in ERP systems)
Financial Systems Analyst (specializing in ERP & accounting systems) - 18 years
Business Owner/Software Developer - 12 years, specializing in the jewelry trade
Consultant, Business Planning and Management Systems & Marketing - 7 years
Training Manager/Senior Technical Trainer - 8 years
Mortgage Banker's Loan Production Analyst - 2 years
Certified Housing Counselor - Foreclosure Prevention, Loan modifications
SBA Loan Packaging Specialist , including business start-ups and growth loans
Education:
B.S. in Mathematics, emphasis in Actuarial Science, University of the Philippines
Data Processing Certificate, Mt. San Antonio College
Oracle DBA Certificate & E-Commerce Certificate, UC Berkeley
Tax Preparation Certificate, H&R Block
Certificate In Financial Planning, UC Davis Extension
Real Estate Broker's courses completed in 2002
Licenses and Certifications:
CA Licenses: Insurance Life and Health #OD66974, with Long Term Care/California Partnership training, Real Estate #01336961, CTEC ID A168247
FINRA Licenses: Series 66 and Series 7
Professional Affiliations and Awards:
College Scholarship Award, National Science Development Board
Member, Filipino-American Chamber of Commerce, Albany Chamber of Commerce, Solano Avenue Merchants Association
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