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Erick John E. Email & Phone Number
Investment Strategist
at
BDO Private Bank Inc
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Investment Strategist
Location
Philippines
Company size
Who is Erick John E.? Overview
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Quick answer
Erick John E. is listed as Investment Strategist at BDO Private Bank Inc, a with 1391 employees, based in Philippines. AeroLeads shows a matched LinkedIn profile for Erick John E..
Erick John E. previously worked as Senior Investment Advisor at Bpi Asset Management Trust Corporation and Associate Professor of Finance at Ateneo De Davao University. Erick John E. holds Doctor Of Philosophy - Phd, Organization Studies from University Of Southeastern Philippines.
Company email context
Email format at BDO Private Bank Inc
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BDO Private Bank Inc
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Profile bio
About Erick John E.
Investment Banker, Academic Writer, and Teaching Professional
Listed skills include Data Analytics, Advanced Statistics, Investment Analysis, Qualitative And Quantitative Research Methodologies, and 2 others.
Current workplace
Erick John E.'s current company
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Bdo Private Bank Inc
9 roles
Erick John E. work experience
A career timeline built from the work history available for this profile.
Senior Investment Advisor
- Heads the retail wealth business in Mindanao- Covers Segregated Portfolios, UITFs, Mutual Funds, Fixed Income, and Preferred Shares IPO
Associate Professor Of Finance
Subjects covered: Investment Analysis & Portfolio Management, and Financial Markets
Investment Advisor
- Grew UITF, mutual funds, fixed income and IPO shares investment portfolio in Davao (22 Branches) and Zamboanga (10 branches) for both Bank of the Philippine Islands and BPI Family Savings Bank - Provided market updates to internal and external clients- Reviewed and proposes diversification of investments relative to prevailing market conditions- Administered seminars on investments to public and private entities across Mindanao
Jan 2018 - Dec 2022
Investment Counselor
Bpi Investment Mangement Inc.
- Grew ALFM Mutual Funds investment portfolio in Division 4 BFB – Davao Cluster (3 Branches), Davao South Mindanao (19 branches) and Cotabato Central Mindanao Areas (15 branches) for both Bank of the Philippine Islands and BPI Family Savings Bank - Shared the latest market developments and strategy to branches/frontliners- Conducted briefings/trainings for frontliners to enhance their knowledge and build their confidence in discussing mutual funds to client-investors- Met top clients to discuss mutual funds, market review and outlook- Administered ALFM Investment 101 seminar to corporate clients
Feb 2017 - Dec 2017
Associate Professor Of Finance
Subjects covered: Basic Finance, Basic Economics, Treasury Management, Financial Controllership, Financial Risk Management, Monetary Policy & Central Banking, Financial Services Marketing, Strategic Financial Management, Financial Management and Analysis, Financial Management Theory and Practice, Investments & Portfolio Management, and Banking & Financial Institutions
Oct 2014 - Jan 2017
Relationship Associate
- Examined financial and investment information collected including profiles of companies, stock and bond prices, yields and future trends, business outlook, international trading, economic inter-dependency and other investment information- Prepared financial spreadsheets for historical and projected financial statements- Accomplished account profitability analysis (interest income, collateral position and business, cost of funds/transfer pool rates… etc.- Determined the credit line utilization/account payment performance (average number of days loan accommodations are paid)- Analyzed credit investigation reports, financial profitability, liquidity, solvency, asset and debt management, operational condition, market demand and industry trends- Prepared loan/credit facility recommendation (i.e. Omnibus Line, Revolving Credit Line, DomesticStandby Letter of Credit, Import Letter of Credit/Trust Receipt Line… etc.), program monitoring and progress reports - Project Development and Implementation Coordinator: Post-Dated Check (PDC) Online – a standalone program that managed post-dated checks warehousing
Jul 2012 - Jan 2017
Associate Professor Of Finance
Assumption College Of Davao
Subjects covered: Basic Economics, Basic Finance, Fundamentals of Accounting, Management Info System, and Total Quality System
Oct 2013 - Oct 2016
Operations Assistant
Banco Filipino
- Performed loans processing and accounting functions- Accomplished FFE audit, deposit liabilities report and bank reconciliation reports
Feb 2008 - Mar 2011
4 education records
Erick John E. education
Doctor Of Philosophy - Phd, Organization Studies
Non-Diploma Online Course, Social Sector Leadership
Master'S Degree, Business Administration
Bachelor'S Degree, Accounting
FAQ
Frequently asked questions about Erick John E.
Quick answers generated from the profile data available on this page.
What company does Erick John E. work for?
Erick John E. works for BDO Private Bank Inc.
What is Erick John E.'s role at BDO Private Bank Inc?
Erick John E. is listed as Investment Strategist at BDO Private Bank Inc.
Where is Erick John E. based?
Erick John E. is based in Philippines while working with BDO Private Bank Inc.
What companies has Erick John E. worked for?
Erick John E. has worked for Bdo Private Bank Inc, Bpi Asset Management Trust Corporation, Ateneo De Davao University, Bank Of The Philippine Islands (Bpi), and Bpi Investment Mangement Inc..
How can I contact Erick John E.?
You can use AeroLeads to view verified contact signals for Erick John E. at BDO Private Bank Inc, including work email, phone, and LinkedIn data when available.
What schools did Erick John E. attend?
Erick John E. holds Doctor Of Philosophy - Phd, Organization Studies from University Of Southeastern Philippines.
What skills is Erick John E. known for?
Erick John E. is listed with skills including Data Analytics, Advanced Statistics, Investment Analysis, Qualitative And Quantitative Research Methodologies, Financial Planning, and Multi Asset Portfolio Management.
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