About
Former banker and business development professional currently working in the intersection of sustainability, public and private equity. I have experience teaching audiences of 1 to 100, across diverse ranks and industries - finance, media, real estate, hospitality, medical, education, and F&B - both virtual and in-person. I aim to share compelling (sometimes nerdy) stories, write audience-centered scripts, and deliver memorable presentations.
Key Skills
Experience
Channel Distribution Officer | ATRAM Group
Mar 2025 - Present
Reporting directly to the CMO to manage strategic marketing campaigns with partners - online brokerages, digital wallets, insurance, and PE firms - to drive ATRAM’s mission of democratizing wealth creation. Offerings include 55+ funds and alternative investments.
Observer | The Global Innovation Lab for Climate Finance
Feb 2025 - Present
Funded by the Government of Canada and UNDP, the PH Lab accelerates innovative early-stage climate finance solutions and instruments. Globally, the Lab has mobilized $4Bn+ for climate action in emerging economies.
Member | Global Women in VC
Jan 2024 - Present
Climate Tech Venture Scout | Enduring Planet
Sep 2022 - Present
EP provides grant advances and rapid financing without dilution, personal guarantees, or collateral to US-based New Climate Economy companies working across mitigation, adaptation and/or resilience.
Founding Member, Unreasonable Collective | Unreasonable
Jun 2021 - Present
As a diverse group of traditional and non-traditional investors, the Collective pools capital alongside established VC firms to give impact entrepreneurs across the globe an unfair advantage.
Board Adviser, ex-Chief Investment Officer | Qatalyst Ventures
Jan 2020 - Present
Qatalyst is a global private market investor that empowers impact entrepreneurs - whether in tech or brick-and-mortar ventures. Priority is given to solutions within climate action, healthcare, and SME support.
Guest Lecturer | Adamson University
Mar 2025 - Mar 2025
Guest lecturer for the following topics: The Investment Process, Sources of Funds, and Management Buyouts.
Moderator, Business Exit Advisors Network - Vancouver | JoeCo Business Exit Planning Services
Jan 2023 - Jan 2024
British Columbia, Canada
Licensed Insurance Agent | Pru Life UK
Jun 2020 - Jun 2021
District-wide product trainer for a session on selling and handling objections. Branch-wide speaker on how marketing has evolved because of Covid.
Cleantech Partnerships Consultant | Verne Energy Solutions
Sep 2020 - May 2021
Trust Sales Officer | Metropolitan Bank and Trust Company
Jan 2012 - Jan 2017
Metrobank is a premier universal bank and is among the foremost financial institutions in the Philippines. I provided high net worth individuals, retail consumers, SMEs and multinational corporations with access to UITFs, custom wealth management services, corporate retirement fund setup, escrows, guardianships, and other trust services. I handled revenue goals for 30+ branches across three cities and conducted financial wellness seminars for audiences of up to 100, across diverse ranks and 12+ industries. I was given accelerated training in nearly every banking function through 85+ technical and on-the-job training sessions across 18 months, while recommending and implementing operational efficiency projects.
Education & Certificates
Sustainable Business Leadership | Graduated with Distinction
British Columbia Institute of Technology
Jun 2022
Certified Financial Consultant
IFC Canada
Apr 2020
Registered Financial Planner
RFP Philippines - Graduate Member
Sep 2017
Trust Operations & Investment Management | Graduated with Distinction
Asian Institute of Management
Jan 2016
Bachelor of Science (B.S.), Economics, minor in Business Administration | Cum Laude standing
University of the Philippines
Mar 2012
Schedule a Session
Consulting Call
30 min
Free
Introductions - let's chat about what you need and I'll happily share my initial thoughts.
Financial Wellness and Investments Training
60 min
$100 per session
Individual or group training on investment basics up to broader coverage on different asset classes.
Leadership Coaching
60 min
$150 for 2 sessions
Development of career plans and management abilities for success in the corporate or startup ecosystem.
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