Wynchell Lim

Coordinate multi-account delivery operations supporting 23 major supermarket accounts in Central Luzon using strategic management and systematized processes, averaging approximately ₱33M in monthly sales, across 13 delivery teams, three warehouses, and five operating functions.

Help professionals, leaders, and business owners turn strategic or personal goals into structured decisions, action plans, and accountability systems through one-on-one coaching and facilitation.

Your Wealth Coach who can help you learn the formula in organizing your cash flow, understanding expenses, computing your Magic Number, protecting your money from eroding, understanding & controlling debt, protecting your assets, building an emergency fund and computing college tuition.

https://www.facebook.com/brightmoneychoicesph/

Advised 100+ families, professionals, and business owners while managing approximately 150 active client cases across protection, investments, retirement, estate planning, documentation, and ongoing servicing.

Managed financial planning, documentation, and client servicing. Insurance planning, healthcare, retirement, and estate planning focused on family wealth business advisory.

Managed a team of competent and coachable Financial Advisors, fostering a collaborative environment and guided team members towards a purposeful and rewarding career in financial services. Developed training programs to enhance skills and build confidence among advisors.

In my role as General Manager & CEO at The Travelcloud Flights and Tours, Inc., I oversaw comprehensive travel operations, collaborating with around 30 local and international suppliers. My focus was on delivering customized incentive travel and bespoke tours for groups of 20–50 travelers, ensuring exceptional client satisfaction and operational efficiency.

Coordinated staffing and engagement transitions across advisory teams, helping maintain 80–100% resource utilization and minimize downtime between assignments.

Managed daily delivery, warehouse, fleet, inventory, and staff coordination across distribution operations, keeping multiple teams aligned on schedules, stock, and customer requirements.

Monitored batch processing, data accuracy, and system exceptions for bank operations, working with EDP and operations leaders to keep deadline-critical processing on track, and was promoted to Associate Data Controller in 2006.

May 2019

May 2019

Jun 2018

Mar 2017

Aug 2017

Mar 2017