Bio
Credentials
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Certified Treasury Professional (CTP)
Association of Financial Professionals Canada - OttawaJul, 2000- Apr, 2026
Experience
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Vice President - Commercial Relationship Manager
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May 2022 - Jun 2023
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Senior Vice President - Senior Relationship Manager
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Apr 2014 - Nov 2021
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Vice President - Senior Cash Management Sales Officer
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Jan 2011 - Mar 2014
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Vice President - International - FX Services and Treasury Management Sales
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Feb 2008 - Jan 2011
Responsible for structuring and implementing cross-border payment and supply-chain strategies for international trade transactions; Advising CFOs and Corporate Treasurers on domestic and international cash management strategies; Conducted Global Trade seminars for CFOs, Treasurers and Controllers to mitigate trade risk, improve liquidity and maximize profits.
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Adjunct Professor - International Business and Treasury Consultant
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Aug 2007 - May 2008
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Manager of Global Cash
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2005 - 2006
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President and Founder
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Sep 1996 - Sep 2005
- Evaluated corporate treasury systems and operations; designed and implemented Cash Management, International Trade Banking and Corporate Credit solutions for companies ranging from $5 Million to $1 Billion in revenues. - Developed customized Cash Management sales and product training for commercial banks - Assisted corporate bankers and treasury professionals develop strategies that maximize investment returns, improve efficiency and reduce service fees.
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Cash Management Sales Officer
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1993 - 1997
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Assistant Treasurer / Cash Management Sales/ International Trade Banking Sales/FX Trader/
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Feb 1986 - Sep 1993
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Education
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2001 - 2003William E. Simon Graduate School of Business Administration, University of Rochester
Master of Business Administration, Finance and Competitive and Organizational Strategy -
1978 - 1983University of the Philippines
Bachelor of Arts, Philosophy -
1967 - 1978De La Salle University
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Industry Focus. “Banking”
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