Financial credentials
- Accredited Wealth Management Advisor℠
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2010-present
- VP., Financial Advisor, Chase Investment Services Corp./Chase Insurance Agency Inc., 2006-2010
- Officer, Personal Banker, JP Morgan Chase Bank, 2004-2006
- VP., Financial Advisor, American Express Financial Advisers, Inc., 2002-2004
- Sr. Consultant, Oracle Systems Philippines Inc, 2000-2001
- Product Manager, Citibank, N.A., 1998-2000
Education
- MBA, University of the Philippines
- BS, Mathematics, University of the Philippines