I am a Certified Financial Markets Professional (CFMP) with 7+ years of client service and team management experience in the telco and banking industry. I currently work as a Client Service Specialist under the "Best Private Bank in the World" providing support to high net worth and ultra-high net worth individuals across the US. I am a content writer for a non-profit religious organization responsible for delivering quarterly newsletters on church events and projects to church partners and stakeholders locally and abroad. I actively manage my personal investments, including US and PH equities, cryptocurrencies, and fiat currencies. I am well-versed with trading platforms like ThinkorSwim, MT4, MT5, and can quickly learn new and innovative platforms. I’ve had exposure to navigating and learning the Bloomberg Terminal and am professionally certified. I am adept at charting and technical analysis. I love studying income statements, balance sheets, and cash flow statements that enable me to value a security fairly. I love looking at macro data and how these influence the global markets as a whole. I work hard to be always up-to-date with the economics of the securities I personally hold and have developed an efficient way of gathering data relatively quickly using today’s available technology. MBTI: ENTJ-A.
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