Posted by on May 30, 19101 at 02:30:00:
Professional All AsiaSecurities Management Corporation
Experience Member, Philippine Stock Exchange
Institutional Sales, Manila 1994 - Present
Marketing Services Group Head, June 2001 - present
Asst. Manager, July 1996 - present
Sr Account Officer/ Sr Technical Analyst, Aug 94 - July 96
Trading/Technical Assistant, Feb 94 - Aug 94
o Certified Securities Representative (CSR)
o Licensed salesman of mutual funds by the SEC
o Authorized MakTrade user by the Philippine Stock Exchange (PSE)
o Informs investors on news directly affecting their portfolio (i.e.
financial reports, new ventures, etc.)
o Analyzes market trends to determine direction, buying/selling windows and
timing as a tool for portfolio management using Elliott Wave Analysis and
other technical analysis tools
o Assists Clients in making sound decisions in managing their portfolio
using Technical Analysis and Fundamental Analysis
o Prepares the Strategic Business Plan and Mid-year Report
o Coordinates with senior management, cash management and settlements
departments to ensure effective and efficient trading operations
o Montiors and enforces margin and trading rules
o Performed dealing functions for Foreign desk
o Trained in security research
o Millionaires' Club Award recipient for 1996, 1997 and 1999
Robinsons, Inc.
Direct Selling, Manila 1992 -1994
Department Head, Nov 1992 - Feb 1994
Management Trainee, May 1992 - Nov 1992
Union Bank of the Philippines
Branch Banking Division, Manila 1991
Education De La Salle University, Manila
Masters of Science in Computational Finance, 2000 - present
Bachelor of Science in Applied Mathematics, 1987 - 1990
Affiliations Association of Securities Analysts of the Philippines (ASAP)
Member, Manila 2000 - present
Magallanes Tennis Club, Treasurer, Makati 2000 - present
Yehey.com Finance Channel, contributor
Seminars Fixed Income Seminar, attendee, Philippine Stock Exchange, 2000
Attended How to Forecast Economic & Financial Indicators
Resource speaker, Actuarial Society of the Philippines, 1997
Creative Selling, attendee, Guthrie Jensen 1996
Elliott Wave Analysis, attendee, Finex 1994