RingLogix - UCaaS Platform for MSPs

Partner Development Manager

FlexPoint

Worldwide Business Research (WBR)

Worldwide Business Research, a global market leading B2B research, summit and intimate networking organization established to provide an interactive, high-level platform for the exchange of ideas, best practices and timely perspectives among senior executives. 

We are focused on developing strong relationships with clients, connecting with key business executives and stakeholders. Furthermore, we help to identify new business opportunities among new and existing clients.

Project Manager - Delegate Acquisition, Asia Pacific

CrewBloom

- Sourcing new partners and executing exciting partnership solutions
- Negotiating partnership deals and ensuring mutually beneficial partnership terms that are in line with business objectives and strategy
- Work with marketing to develop metrics to measure ROI from partnerships.

Strategic Sales & Partnerships Manager

- Overseeing the sales process including cold calling, developing territory business plans, and account strategies 
- Develop strategies to drive business growth and revenue through outbound and inbound sales activities.
- Collaborate with the marketing team to plan and roll out initiatives to tap new channels of business.  
- Set goals for the business development team and develop strategies to meet those goals.
- Maintain account management structure and develop a customized CRM system for data tracking and analysis
- Build and maintain worthwhile relationships through networking, meetings, and creating a solid social media presence.
- Outline KPI tracking via HubSpot dashboarding.

Business Development Manager

Pacific Invesco Capital Limited

- Writing clear and error-free business plans and white papers for PICL that reflect the company’s voice
- Meet with clients to understand their message, brand voice, and target audience
- Proposing copy concepts for clients and carrying out projects once they are approved
- Interpreting governance direction and technical information and turning them into persuasive copy concepts
- Collaborating with PR and marketing departments to brainstorm and develop a variety of marketing materials
- Working with clients to edit and modify copy to meet their content expectations

Financial Copywriter

GLG (Gerson Lehrman Group)

Council Member

BBS Trust Int'l Limited

BBS Trust International Limited is a Trust Company incorporated in Labuan, Federal Territory of Malaysia under the Labuan Companies Act 1990. Registered by the Labuan Financial Services Authority to provide professional business services as a Labuan Trust Company under the Labuan Financial Services and Securities Act 2010. With Family Office Services distinctly attuned to wealth creation and preservation objectives of high-net-worth individuals and families. 

- Writing clear and error-free content for BBS that reflects the company’s voice
- Meet with clients to understand their message, brand voice, and target audience
- Proposing copy concepts for clients and carrying out projects once they are approved
- Interpreting governance direction and technical information and turning them into persuasive copy concepts
- Collaborating with PR and marketing departments to brainstorm and develop a variety of marketing materials
- Working with clients to edit and modify copy to meet their content expectations

Club20/20

Corporate Media Events. European Insurance and Fintech Industry. Professional community builder, specializing in bringing together innovators and leading executives who share the same challenges, goals, and aspirations from a range of different industries.

Business Development Specialist

Beacon Events

Mines and Technology brings together high caliber solution and technology providers and C-Level executives from all major mining companies with the aim to drive innovation in this multi-billion dollar conservative sector. Our shows took place in Toronto, London and Helsinki and have a particular focus on 21st century innovation. Key topic areas range from automation, digital and data analytics to mobile technologies and the impact of innovation on business processes. 

Hired by Informa's previous Award Winning Sales Director for a Delegate Sales position. 3 months later promoted to Delegate Sales Manager by Beacon Events' Head of Marketing. Working with the same team responsible for one of the world's most prestigious mining investment platforms, Mines and Money opened me to a prolific network and stimulated so many ideas.

Delegate Sales Manager

PIM @ FlexPoint | Driving Partner Growth

At RingLogix, my job is to build important partnerships that help our UCaaS platform grow. I use the leadership and B2B marketing skills I'm learning every day to work with managed service providers and help them increase their recurring revenue.

Our team is hyper-focused on delivering great service, which has helped us build strong relationships and find exciting opportunities. With 10+ years in outbound prospecting, inbound sales, and strategic partnership leadership, I aim to drive innovation and growth, creating success for both RingLogix and our amazing partners.

Oliver Bohol

HSBC

- provide secretarial support, scheduling appointments & liaison with other areas within the group of companies & external parties. Ensure no conflicts of appointment in WCOO’s diary; if there are, ensure that delegation one of his direct report to represent him. 
 -Organised Monthly CMB Governance Meeting ie EXCO, Business Risk Committee and Data Governance Meeting. Compilation the list of Bank Governance Meeting ie. ALCO, RMM, EXCO, BODs’ Meeting and ASP EXCO & RMM for WCOO preparation for the important meetings.
- Review WCOO’s daily email, make sure all the urgent email to be attended immediately. Redirecting to appropriate officers for action and follow-up on the preparation of responses.
 - updating HR Direct on WCOO Team restructure & change of reporting line & new joiner.
 - Compile information/ ad-hoc reports for Weekly Sharing Session, BCIM MIG, Projects meeting
 - organising the Bank’s Major event: Welcome HSBC New CEO Dinner; included compile RSVP from all the Biz Segments, BODs. Table Seating Arrangement, ensure that each VIP table had included one of our BOD or Bank EXCO with the respective biz segment head/ rep who able to social/ entertain their respective Guest.
 - Organised Offsite Team Meeting during the ASP WCOO’s visit.  Sourcing venue, ensure the overall expenses were within budget.  Arrange Talented Staff Breakfast Exchange Session with ASP WCOO.
 - Organized Meetings & briefing with internal party and Biz Partners ie., Project Meetings: Digital Penetration, Monthly eIDV Governance, Weekly Wholesale Leadership Team, Bi-weekly CL365 meeting, Fortnightly Meeting with Country Head of GB …etc
- Organized Employee Engagement Activities ie. Luncheon for new TRX office for CMB Team; Farewell party for ex-country head of CMB; inter-department Badminton Competition.
 - Organised WCOO’s direct reports KPIs for Annual Performance Appraisal  within the stipulated timelines.  
-Requisite Stationeries via Fusion & IT equipment via ServiceNow for new Joiner.

Personal Assistant to Chief Operating Officer, Wholesale

Personal Assistant to Chief Operating Officer, Commercial Banking

Assistant to Country Head of Corporate Banking & Deputy Head of Commercial Banking

Asian Institute of Chartered Bankers

Co-ordinate and provide support to the Chief Executive by managing and performing a wide variety of responsibilities and tasks, confidential matters and follow up with respective divisions on key tasks consistent with overall organisational wide objectives and plans. 

•	Schedule Management
-      Maintain the executive's appointment schedule by planning and scheduling meetings, appointments and travel.  
-      Works closely with the executive, keep him well informed of upcoming commitments and responsibilities, and following up appropriately.

•	Complete a broad variety of administrative tasks for the CEO such as completing expense reports; composing and preparing correspondence that is sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings.

•	Coordinate, report and track the divisional plan and work activities in conjunction with other departments as inputs towards monthly management meetings

•	Communication Liaison 
-       To provide support and assist CEO as the primary point of contact for internal and external departments on all matters pertaining to the Office of the CEO.
-        Serve as a liaison to the board of directors, management team and support service team. 

•	Information Preparation
-	Prepare and format information for internal and external distribution.
-	Type letters and memos, compile data for reports, create computerized presentations, write reports, edit, proofread and other information preparation duties.

•	To work closely with relevant parties towards timely and quality delivery of policy papers at various committee and council level

•	To provide support to the CEO in the planning of year end business plan and support internal staff matters 

•	To provide support in minutes of meetings and manage company events as necessary

•	Attending to any other duties or ad-hoc projects or assignments as directed by the CEO

Executive Assistant To Chief Executive Officer

Amundi Malaysia Sdn Bhd

- Providing secretarial support, scheduling appointments & liaison with other areas within the group & external parties.
- Prepare Mthly Expenses Claim for MD as per her entitlement.
- Organizing Meetings for the top management ie. Monthly Management meeting & BODs’ Meeting.
- Overseas travelling arrangement ie. Air-tickets; Travel Insurance, hotel accommodations.
- Event arrangement ie. Outlook Talk with Business Partner.
- Office admin function ie. Contact Contractor for renovation, building maintenance issue, Vendor for Office Equipment ie. VC…etc.
- Creation of Office Security Access Card for all staff.
- Assist Guests fr Overseas on their travelling arrangement ie. Car Arrangement for meetings & hotel accommodations.
- Arrangement for documents to be dispatch by Despatch Boy & Courier services by DHL. Calculate Mthly Charges for payment.
- Prepare & verify Cleaner’s Mthly Checklist & submit for payment. 
- Prepare PO & Fixed Assets Requisition Form for new Office Equipment/ Blackberry/ IT Gadget…etc. Compilation & submit DO/ Invoice for payment. 
- Sourcing premium gifts items as per company’s requirements. Follow-up with PO & payment.
- Dealing with Hotels to get Corporate Rate for the company.
- Assist GHR on Staff Exit; ensure that the resigned staff return their Office Access Card, Medical Insurance Card, Laptop, VPN token, complete set of Blackberry together with SIM Card.
- Setting up VC Interview with S'pore & local candidates.
- Tracking Staff Annual Leave & Sick Leave with MC.
- Mthly medical insurance claim submission to Insurance Company.
- Local & overseas training registration for staff included travelling arrangement & hotel accommodations.
- Preparation of Workstation, ensure there is a PC & email set up and Provide Pre-employment checklist for new staff.
- Apply Work Permit for new expatriate staff and cancellation of work permit for existing expatriate staff.
- Confirm qty & order of Festival Greeting Cards/ Money Packets for Clients and staff.

Senior Secretary cum Office Administrator to Managing Director

Alliance Bank Malaysia Berhad

1) Co-ordinating daily activities for the EVP Group Head Consumer Banking's office by providing secretarial support, setting of appointments and liaison with other areas within the group of companies and external parties ie. Business Partners.

2) To assist EVP Group Head Consumer Banking on compilation of Board paper for Board of Directors' Meeting, Group Audit Committee Meeting, special project paper for Monthly Project Steering Committee Meeting; Group Project Management Committee Meeting, Group Assets and Liabilities Committee Meeting...etc.

3) Schedule Branch Visit and arrange transportation for traveling ie: Flight and Hotel Accommodations for EVP Group Head Consumer Banking.

4) Prepare, verify and track monthly expenses, Annual Leave Application.

5) Requisition of office stationeries and refreshment.

6) Organising Monthly Business Review Meeting, Consumer Banking Management Committee Meeting and follow-up with committee member on the outstanding matter.

7) Organising Monthly Portfolio Review Committee Meeting; compiling meeting material and taking minutes.  Follow-up with committee member on the outstanding matter. 

8) Organising Consumer Banking Event: Team Building, Off-Site Meeting, Sales Rally and Oscar Nite Dinner, Appreciation Buffet Dinner, Lunch and Charity Visit ie. Orphanage ...etc.

Executive Administrator to Head of Group Consumer Banking

Hong Leong Assurance Berhad

1. Coordinating daily activities for the GFC’s office by providing secretarial support, scheduling appointments and liaison with other areas within the group of companies and external parties.

2. Preparing Monthly Expenses Claim by using PeopleSoft System.

3. Assisting GFC to compile Monthly Management Reports and Internal Control Reports.

4. Assisting GFC to compile information for Monthly EXCO Meeting, Affirmative Action Meeting (AAM) by quarterly, and Quarterly Strategic Business Meeting (QSBM). 

5. Responsible for organizing Meetings and briefing with external and internal party ie. Business Continuity Planning Meeting, Self Compliance Meeting, State of Preparedness Meeting and …etc, minutes taking and distribution of papers to members.

6. Assisting Internal Auditor for organizing Board of Audit and Risk Management Committee Meeting including compiling Board Audit paper for the Committee Members.

7. Assisting Company Secretary for compiling board paper for Board of Directors’ meeting.

8. Liaise with Local and Overseas Subsidiaries, Consultant, Auditor, Lawyer…etc

7. Company research through Internet ie. Compliance guidelines thru BNM’s KijangNet, Company Announcement thru Bursa Malaysia, thru individual website.

8. As an Administrator for Company Account with Hong Leong Bank Online.

9. As a Liaison Executive for Company Annual Report.

10. Requisition of Stationery monthly by using PeopleSoft System.

11. As an Annual Leave Coordinator for GFC’s office.

Secretary to Group Financial Controller

Advance Synergy Berhad

1. Co-ordinating daily activities for the CEO’s office by providing secretarial support, setting of appointments and liaison with other areas within the group of companies and external parties.
2. Arrange Traveling: book air-tickets and hotel room reservation.
3. Preparing Monthly Expenses Claim.
4. Responsible for organizing EXCO Meetings and Monthly Management Meetings with Subsidiaries, minutes taking and distribution of papers to members.
5. Liaise with Local and Overseas Bankers, Public Accountant, Consultant, Lawyer, …etc

A. Assist the CEO on the local project as stated below: -
i. Follow-up with Banker on loan stock and credit facilities for local subsidiaries;
ii. Follow-up with external Consultant on Risk Management Report, Valuation Report, Due Diligence Report…etc.
iii. Follow-up with Merchant Banker and Lawyer on Acquisition of new Company and Disposal of Subsidiary: Unified Commuications Sdn Bhd and iSnergy Card and Payment Sdn Bhd and ACE Synergy Insurance Berhad.
iv. Follow-up with Merchant Banker on Announcement to Bursa Malaysia, Prospectus, Circular…etc.
v. Liaise with BNM, Bursa Malaysia, SC and Danaharta for the approval of acquisition and disposal of the project.

B. Assist CEO to follow-up the Overseas Project as per below: -
i. Acquisition of Company at overseas;
ii. Listing of Company in Singapore;
iii. Compilation of documents for application of credit facilities from Banker.

6. Co-ordinate with Overseas Subsidiaries

A. Assist CEO to follow-up with overseas subsidiary on the project as stated below:
i. Compilation of Monthly Management Report; Quarterly Management Report for Quarterly Announcement on Bursa Malaysia;
ii. Compilation of yearly budget for each subsidiary for BODs'  Meeting; 
iii. Follow-up on market price and announcement on the respective stock exchange.
7. Assist Company Secretary during AGM and EGM.
8. Do company research through Internet.
9. Assist Director prepare board paper for BODs' Meeting.

Confidential Secretary to CEO

Diethelm Malaysia Sdn Bhd

• General Secretarial Duties
• Arranging Travel: book air-tickets and reservation of hotel room for Managers, Medical Representatives and Principals.
• Arranging Quarter Cycle Meeting in Hotel, Preparing the Agenda and Minutes
• Compile management reports for regional office on monthly basis.
• Preparing Price List for price increase, New Products and New Bonus Scheme.
• Assisting Department Manager to prepare monthly sales report and also monthly incentive for the respective Medical Representatives.
• Liaise with Overseas Principal from Singapore, Thailand, Brunei and …etc.
• Helping Principals to check stock inventory and invoices by SAP Systems.
• Preparing Presentation Documents to New Principals.
• Preparing Training Documents (Power Point)

Confidential Secretary

With over 20 years as a Secretary/ Personal Assistant reporting to the Senior Management in various industries.  I believe I can handle almost any administrative issues regarding the administration of an executive workday.

I love being the right hand of an executive by taking leadership and ownership of my tasks and accountabilities.  My main goal is to assist and support the Executive and his team to victories by executing my everyday jobs with excellence.

During my career, I have also worked with Human Resources, Client Servicing, Finance, Operations, Management Team and Event Organisor.  My language skills make me communicate easily in international workplaces.

I believe that communication is what makes a team strong and high performance teamwork will lead us to success!

taplio

The Battle

Oliver Bohol

Alison Yong

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