Collateral Management OTC (2015-present)• Management of Margin Calls to and from clients.• Investigation and Resolution of margin call disputes and queries in relation to trade booking and pricing.• Approving and monitoring timely settlement of collateral flows—cash and non-cash across multiple settlement platforms.• Management of interest settlement with clients at month end.• Investigation of fails, non-receipts and breaks with appropriate escalations.• Liaison with all relevant internal parties (Risk, Legal, Sales, Trading Settlement) on new business negotiations and new workflow requirements.• Involvement in the continuing technological advancement of the Collateral Management group, covering industry and internal platforms. Also includes advancement, implementation and documentation of controls, policy and procedures.• Management of Adhoc day to day queries.• UAT testing for system enhancement and compliance with regulatory requirements.• Achievements:o Involvement in transition to Uncleared Margining as a regulatory requirementCollateral Management Clearing (2013-2015)• Preparation of reports from various Clearing Houses.• Creation and Distribution of Manual Margin Call statements for clients with different CCPs.• Population of Regulatory report and Funding requirement for various CCPs.• Reconciliation between system and account balances.• Performance of checks for new CCP Clearing clients.• UAT for streamlining internal processes.

• Conduct remote and Face to Face client trainings for various Thomson Reuters Products—Eikon, 3000 Xtra, Datastream and Lipper for Investment Management, specializing in Equities, FX, Investment Management and Commodities & Energy markets.• Coordinated with Account Managers, Technical Account Managers and other stakeholders with migration.• Provide service and establish relationships with clients by assisting in creating Thomson Reuters worksheets, Excel sheets, accommodate queries and ensure customer satisfaction of various products.• Retain client subscription and strengthen client footprint by running campaigns to promote content and functionality of Thomson Reuters products.• Identifies opportunities and assistance for new sales, upgrades, competitor displacement and possible cancellations for subscriptions. • Conduct instructor-led online classes for Thomson Reuters Eikon and Lipper for Investment Management.• Update client information in Salesforce and CRM for all stakeholders.• Relevant Trainingso Value Creation Workshop (October 2012, Taguig City)• Achievementso Was able to reach around 85% of Philippine users, update their data, run campaigns and ensure retention against a target of 80%• Certificationso Thomson Reuters Global Certification Program Markets Certifications: Introduction to Financial Markets, Equities, Foreign Exchange and Money Markets, Commodities & Energy, Economics Bank Risk and Compliance, Technical Markets Product Certifications: Eikon, 3000 Xtra

• Schedules and close out classes for IBM employees and clients. Initiated Purchase Orders for external trainings. • Served as Planning Specialist for the 2008 Peak season. o Functions included workforce management, submission of productivity reports, single point of contact for requestors. • Headed the Total Rewards Team for the 4th quarter of 2008 targeting project finance and rewards and recognition for the Learning Domain. • Learning and Development Project Team member handling client enrollments and curriculum preparation for Learning Support Specialists. • Facilitated Customer Service Training under IBM Trainers Pool for new hires. Process Trainer for the Learning Domain.• Prepared and evaluated process documents for audit.• Underwent the Team Lead Shadowing program and experience for coaching, arrange and head meetings, improve process, prepare reports for operations. • Relevant Trainingso Adapting to Change (March 2010, Quezon City)o Managing a Young Workforce (June 2009, Makati City)o Project Management (November 2008, Quezon City)o Effective Presentation Skills (July 2008, Quezon City)o Focus: Achieving Your Highest Priorities—Time Management (June 2008, Quezon City)o Developing the Leader Within You (February 2008, Quezon City)o 7 Habits of Highly Effective People (November 2007, Quezon City)o Advanced Excel Training (July 2007, Quezon City)o Effective Business Writing, Problem Solving and Decision Making, Customer Service (October 2006, Quezon City)• Achievementso Single-handedly closed out the Post-Enrollment project, transitioning 9 countries to use the current system for course creation, class scheduling and class completion in a period of four months. o Certified Six Sigma Yellow Belt. Project target: streamline the Learning Domain processes, increase employee productivity, improve quality and re-asses the domain structure.

• Processed phone in transactions for Mutual Funds and Certificates for financial advisors and clients in the United States. • Provided additional customer service for financial products and handled new business inquiries and policies. • Responsible for coaching new associates.• Relevant Trainings and License:o National Association of Securities Dealers (NASD now FINRA) Investment Company Products/Variable Contracts Representative Examination (Series 6) (January 2005, Quezon City)o FINRA Uniform Securities Agents State Law Examination (Series 63) (February 2005, Quezon City)• Achievements:o Headed the memory jogger project and disseminated process information to all associates. The project improved the process accuracy rate by 10%. o Rewards and Recognitions team member and Fun Committee both targeting employee satisfaction.