Experience

IFE Management

• Philippines
• Financial Services
• 1 - 100 Employee

• Associate Financial Architect

  • Nov 2022 - Present

  IFE Management is a financial consulting firm that specializes in financial architecture, or creating comprehensive financial plans according to a client’s core values. Responsibilities include: - Creation of Financial Blueprints: including risk assessment,optimizing asset allocation, education planning, retirement planning -Accounts and client relationship management -Aide in researching and monitoring equities and bond local and global markets for clients and weekly market updates published on social media -Development of tools such as calculators, value-add modules, and newsletters -Aide in investment strategy and execution for client’s portfolio management and rebalancing -Other ad-hoc projects related to the growth and improvement of the company Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Global Markets Product Control Assistant Manager

  • Mar 2021 - Nov 2022

  - Benchmark Monitoring Near Shore Team (NST) - Responsibilities include performing daily and monthly independent review of the activity and submissions of trading desks (FX, Rates and MKTY) for multiple APAC sites. - Sites and benchmarks owned: Singapore, Taiwan, Korea, Mauritius, and Malaysia - Collaborates with and manages stakeholders of both Front Office (Trading Desk) as well as the On Shore Product Control Team - Ensures that any market anomalies related to benchmark submissions are identified and escalated. - Processes include supplementary review and validation of commentary through comparison and analysis of submissions and trading activity with available market evidence - Performs daily market data capture for relevant sites Show less



Pioneer Insurance

• Philippines
• Insurance
• 400 - 500 Employee

• Supervisor

  • Sep 2020 - Mar 2021

  Completed 12 months within the program and was promoted to Supervisor positionAssigned a special project with the goal of optimizing premium application processes within a specific department of the company

• Management Trainee

  • Sep 2019 - Sep 2020

  Rotates around different departments of the company, while getting exposed to and trained in business processes of all units, both with Life and Non Life Insurance Lines (Aviation, Engineering, Motor Car, Property, Migrant Workers, Microinsurance, Hull and Cargo, Operations and Group Insurance)Main Functions include: 1. Accounts Management - a. Underwriting - Risk Analysis of prospective clients, screening and analyzing their insurability through financial and non financial factors b. Marketing and Sales - Dealt with client calls and client servicing/client facing roles2. Claims Processing a. Processing and evaluation of claim facts b. Verifying coverage c. Recommending for approval/denial of claims3. Panel Presenter a. As part of the program, MTs present to Department Heads, which include: - Answer to case studies - On the Job experiences and Technical/Product Knowledge - Recommendations based on gaps found in business processes Show less



Company of Ateneo Dancers

• Philippines
• 1 - 100 Employee

• Associate Marketing Officer

  • Aug 2017 - May 2019

  In charge of prospecting, negotiating and closing deals with sponsors for various organization events Drafted sponsorship proposals and packages tailor fitted to different company's needs Was able to lead a team to raise Php 500,000 in sponsorship money for the organization's flagship project in 2018 In charge of prospecting, negotiating and closing deals with sponsors for various organization events Drafted sponsorship proposals and packages tailor fitted to different company's needs Was able to lead a team to raise Php 500,000 in sponsorship money for the organization's flagship project in 2018