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Do you need to learn about the financial markets? Do you wish to have knowledge on how to invest in the stock market or debt market?
How do you want to communicate to your investors? I have around twenty years of corporate experience and knowledgeable about business and investment strategies. Currently I am a banker specializing in wealth management and investment research. The rigid training from the corporate world where I had practical exposure in finance, investments, research and business communications led me to become a well-rounded business educator with diverse expertise.
Bachelor of Science in Commerce
Major in Management
San Beda College, Manila, Philippines
Graduated March 1996
Coursework Certificate
Portfolio Management (Online)
New York Institute of Finance
Completed February 2003
Coursework Certificate
Corporate Finance (Online)
New York Institute of Finance
Completed March 2003
I'm competent to teach in the academic environment or corporate training environment.
Around 20 years of combined corporate experience specializing in:
Financial Analysis (BDO Capital & Investment)
Credit Research (Orix Metro Leasing & Finance/ Metrobank Group)
Equity Research (Beresfords Financial Planning Pty Ltd)
Risk Management (United Coconut Planters Bank)
Private Banking / Wealth Management (Philippine Bank of Communications/ PBCOM)
Investor Relations Consulting (Thomson Reuters Philippines)
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