Experience

Fortman Cline Capital Markets

• Investment Banking
• 1 - 100 Employee

• Investment Banking

  • Oct 2017 - Present

  Mergers and acquisitions (buy/sell-side) | Corporate refinancing | Strategic consulting Due diligence | Research | Valuation | Optimal capital structure Mergers and acquisitions (buy/sell-side) | Corporate refinancing | Strategic consulting Due diligence | Research | Valuation | Optimal capital structure



Security Bank Corporation

• Philippines
• Banking
• 700 & Above Employee

• Project Management, Retail Banking Segment

  • Jun 2014 - Aug 2017

  Project Management Office for Retail Banking Segment Handled numerous projects on predictive analytics (building a credit card behavioral scorecard, personal loans application scorecard), retail cross-sell strategy (opening up several cross-sell channels), monitoring in-house ATM fraud detection model. Created a pricing template for the Bank's Corporate Salary Loan product to set interest rates when accrediting new companies. Worked on the Bank's Single Customer View initiative by running proprietary string-matching program to identify duplicate clients. Co-led a bank-wide cross-sell strategy which boosted retail product penetration.



Bank of Commerce (Philippines)

• Philippines
• Banking
• 700 & Above Employee

• Graduate Consultant

  • Oct 2013 - Mar 2014

  Worked with a team of fellow graduate students in creating a model to estimate the Bank's operational Value-at-Risk (VaR), subject to Basel II requirements. Resulting VaR amounted to only less than 30% of the bank's current level of provisions for operational losses -- freeing up additional capital which the Bank can tap for possible expansion. Final deliverables presented to the Bank of Commerce CRO and Risk Managers. Worked with a team of fellow graduate students in creating a model to estimate the Bank's operational Value-at-Risk (VaR), subject to Basel II requirements. Resulting VaR amounted to only less than 30% of the bank's current level of provisions for operational losses -- freeing up additional capital which the Bank can tap for possible expansion. Final deliverables presented to the Bank of Commerce CRO and Risk Managers.