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Dave Joseph Balatbat Email & Phone Number
Client Relations Officer
at
u-ONE Wealth Management Corp. Ltd.
1 work email found
@uonewealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Client Relations Officer
Location
Winnipeg, Manitoba, Canada
Company size
Who is Dave Joseph Balatbat? Overview
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Quick answer
Dave Joseph Balatbat is listed as Client Relations Officer at u-ONE Wealth Management Corp. Ltd., a company with 6 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a work email signal at uonewealth.com and a matched LinkedIn profile for Dave Joseph Balatbat.
Dave Joseph Balatbat previously worked as Client Relations Specialist at U-One Wealth Management Corp. Ltd. and Project Manager at Fidez Disenyo At Koleksyon. Dave Joseph Balatbat holds Bs Commerce And Business Administration, Major In Marketing Management from University Of Santo Tomas.
Company email context
Email format at u-ONE Wealth Management Corp. Ltd.
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{first_initial}{last}@uonewealth.com
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AeroLeads found 1 current-domain work email signal for Dave Joseph Balatbat. Compare company email patterns before reaching out.
Profile bio
About Dave Joseph Balatbat
Hi! I’m Dave Joseph Balatbat, a Wealth Manager and Entrepreneur based in Manila, Philippines. I help and guide my fellow Filipinos with their financial goals and aspirations thru my private Wealth Management and Business Consultation services. I am also an active local investor & global markets trader and aspiring writer & market researcher focusing on subjects related to Entrepreneurship, Finance, Marketing, and Financial Planning. Lastly, I also manage some personal and private (clients) online retailing and digital marketing projects testing and launching different products and efforts.
Current workplace
Dave Joseph Balatbat's current company
Company context helps verify the profile and gives searchers a useful next step.
U-One Wealth Management Corp. Ltd.
12 roles
Dave Joseph Balatbat work experience
A career timeline built from the work history available for this profile.
Client Relations Specialist
Current
Nov 2024 - Present
Project Manager
Jun 2023 - Aug 2024
Project Manager
Apr 2023 - Aug 2024
Wealth And Project Manager
Self-Employed
Wealth and Project Manager:- Private Practice / Independent / Family Office- Serving: Middle-Middle to Upper-Middle Income Individuals and Families in the Philippines - Digital Project Management, Marketing, and Operations- Portfolio and Risk Management- Financial and Investment Advisory- Asset Acquisition and Liquidation- Project / Business Planning and.
Aug 2022 - Aug 2024
Associate/Analyst, Client Operations
- Responsible for providing client services on our state-of-the-art business intelligence tool (S&P Capital IQ PRO) by doing financial research, holding investigative conversations, driving product usage and knowledge, and high-level data-driven query resolutions.- Answer client queries via phone, email, chat, meeting, and other mediums from top financial.
Jan 2022 - Jul 2022
Financial Planner And Wealth Specialist
My primary goal is to teach my fellow Filipinos the value of Financial Planning and Risk Management. Since my father's passing, a personal advocacy of teaching Personal Financial Planning and Portfolio Risk Management has started. I am actively reaching out to my fellow Filipino so they can understand the value of securing and growing their finances for.
Dec 2019 - Jan 2022
Co-Owner And Operations Manager
Brands:Haircut Encarnacion Francisco Salon. Inc. San Mateo Branch (franchise) (2016 - 2017)Fidez and Co. Creative Styling (2018 - 2020)Joeyfied 88 Beauty Hub focuses on beauty salon services for men and women. We aim to help the people of San Mateo Rizal to bring out their natural best through innovative salon services such as Haircut, Hair Rebonding.
Sep 2016 - Sep 2020
Owner And Operator
Ltdb Food Hub
Brands:Snack-O-Licious Snack House (2016)Daddy Joey's Snack Bar and Cafe (2018) LTDB Food Hub is a food and beverages business registered in Quezon City Philippines which offers fusion cuisine delectable merienda/snack dishes and drinks.We aim to bring restaurant quality experience and dishes to the inner streets of the Philippines, reaching the taste buds.
Dec 2016 - Feb 2019
Project Coordinator
- Responsible for management and coordination of Manulife Business Processing Services’ external and internal projects. Focuses on ensuring key projects are strategically branded, marketed and promoted through various.
- Project Management
- Events Coordination
- Strategic Branding and Marketing
- External Relations- Digital Marketing
- Project Costing
Nov 2015 - Nov 2016
Plan Installation Administrator Ii
- Responsible for the planning, administering, executing and communicating information in a non-voice environment to support insurance policy services, claims processing and underwriting in an insurance outsourcing.
- Team Officer in Charge
- Quality Assurance/Checker
- Plan Installer and System Conversion
- Team Work Assignment and Scheduling Management
- New Hire Trainer
Dec 2013 - Oct 2015
Disability Administrator
- Responsible for the administering, executing and communicating information in a non-voice environment to support insurance policy services, disability claims processing and invoice calculations payment in an insurance.
- Administrative Client Information Input
- Disability Claims Support
- Invoice Calculation and Payment
Oct 2012 - Dec 2013
5 education records
Dave Joseph Balatbat education
Bs Commerce And Business Administration, Major In Marketing Management
Certified Wealth Planner (Cwp®) And Certified Estate Planner, Philippines (Cepp®), Business And Finance
Wealth Management Center For Comm. & Research Inc.
Rfp Graduate, Financial Planning And Services
Registered Financial Planner Institute- Philippines
Registered Marketing Professional, Marketing/Marketing Management, General
Junior Achievement Of The Philippines
High School Diploma, High School/Secondary Diplomas And Certificates
St. Mary'S College Quezon City
FAQ
Frequently asked questions about Dave Joseph Balatbat
Quick answers generated from the profile data available on this page.
What company does Dave Joseph Balatbat work for?
Dave Joseph Balatbat works for u-ONE Wealth Management Corp. Ltd..
What is Dave Joseph Balatbat's role at u-ONE Wealth Management Corp. Ltd.?
Dave Joseph Balatbat is listed as Client Relations Officer at u-ONE Wealth Management Corp. Ltd..
What is Dave Joseph Balatbat's email address?
AeroLeads has found 1 work email signal at @uonewealth.com for Dave Joseph Balatbat at u-ONE Wealth Management Corp. Ltd..
Where is Dave Joseph Balatbat based?
Dave Joseph Balatbat is based in Winnipeg, Manitoba, Canada while working with u-ONE Wealth Management Corp. Ltd..
What companies has Dave Joseph Balatbat worked for?
Dave Joseph Balatbat has worked for U-One Wealth Management Corp. Ltd., Fidez Disenyo At Koleksyon, Mr. Ecobrick, Self-Employed, and S&P Global Market Intelligence.
How can I contact Dave Joseph Balatbat?
You can use AeroLeads to view verified contact signals for Dave Joseph Balatbat at u-ONE Wealth Management Corp. Ltd., including work email, phone, and LinkedIn data when available.
What schools did Dave Joseph Balatbat attend?
Dave Joseph Balatbat holds Bs Commerce And Business Administration, Major In Marketing Management from University Of Santo Tomas.
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