Guia Trinidad, GMS-T®

Experience

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  Pru Life UK

  Apr 2012 - Apr 2015

  * Meets assigned targets for profitable sales volume and strategic objectives in assigned partner accounts.* Establishes productive, professional and harmonious relationships with key personnel in assigned partner accounts.* Coordinates the involvement of company personnel, including support, service, and management resources, in order to meet partner performance objectives and partners’ expectations.* Proactively leads a joint partner planning process that develops mutual performance objectives, financial targets, and critical milestones associated with a productive partner relationship.* Manages potential channel conflict with other firm sales channels by fostering excellent communication internally and externally, and through strict adherence to channel rules of engagement.* Aids partner with activities / initiatives that promote sales, marketing, compliance, training, development and support to other business critical events. Show less

  • Channel Supervisor

    Oct 2013 - Apr 2015

  • Channel Support Assistant

    Apr 2012 - Oct 2013
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  Berry Appleman & Leiden LLP

  May 2015 - Jul 2018

  Counsel and respond to queries from human resources, managers and employees on Asia-inbound immigration-related matters. This would include visa processing, documentation, visa options, risks, timelines, etc. Prepare applications, letters, forms, etc. to obtain initial work permits, residence permits, and related documents and extensions of sameResponsible for accurately maintaining our database to ensure all data is recorded and all appropriate actions are taken in a timely manner to pro-actively drive the case forward and keep the client and the BAL account manager updated in real timeMaintain relationships with BAL’s global immigration service providers and ensure that employees are receiving quality service at all times Update internal team on new immigration policies and procedures Administrative duties associated with global immigration case management, including but not limited to: processing payments and/or reimbursements, processing invoices, requesting document verification letters, generating reports, and maintaining required legal documentation, etc.Contribute to the overall client portfolio management by ensuring satisfactory service at all times, providing quality and immediate response to queries and information requests, and well-managed prioritization of urgent cases.Spearhead group-moves and other similar projectsMentor incoming advisors and other team members on client-specific protocols, immigration procedures and red flags on all handled jurisdictions.Support the Immigration Manager in other undertakings such as client presentations, service level agreement reviews, team performance management, and client acquisition/ business development. Show less Provides valuable guidance and service to clients in determining the most suitable visa or work authorization type relevant to their travel or relocation.Takes charge of end-to-end case management which is inclusive of, but is not limited to, the completion of the following:- Acting as the main point of contact throughout the process- Collation of required documents and information- Preparation of application forms and letters- Supervision of document execution and actual application filing- Monitoring of application progress and liaison with government authorities (through local partner firms) in determining application status and ensuring timely updates and completion of required visa- Assisting in other administrative duties as may be requiredContributes to the overall client portfolio management by ensuring satisfactory service at all times, providing quality and immediate response to queries and information requests, and well-managed prioritization of urgent cases.Spearheads group-moves and other similar projects.Mentors incoming advisors and new team members.Accomplishes other administrative tasks such as billing cases, employee records updating, partner invoice processing, and regular case reporting for each corporate client. Show less

  • Lead Immigration Advisor

    Mar 2017 - Jul 2018

  • Senior Immigration Advisor (Asia)

    Aug 2016 - Mar 2017

  • Immigration Advisor (Asia)

    May 2015 - Aug 2016
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  Deloitte

  Jul 2018 - Jul 2021

  • Immigration Manager

    Jul 2019 - Jul 2021

  • Assistant Manager

    Jul 2018 - Jul 2019
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  Stripe

  Jul 2021 - Jan 2024

  Talent Mobility Partner
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  Meta

  Jan 2024 - now

  Global Immigration Partner