Isagani S. Carreon Email & Phone Number
Who is Isagani S. Carreon? Overview
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Isagani S. Carreon is listed as Trust Sales and Marketing Officer at Bank of Commerce (Philippines), a company with 1543 employees, based in Metro Manila, National Capital Region, Philippines. AeroLeads shows a matched LinkedIn profile for Isagani S. Carreon.
Isagani S. Carreon previously worked as Trust Sales & Marketing Officer at Bank Of Commerce (Philippines) and Investment Advisor at Bank Of The Philippine Islands (Bpi). Isagani S. Carreon holds Master Of Business Administration - Middle Managers Program from Ateneo Graduate School Of Business.
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About Isagani S. Carreon
Gani is a Trust Practitioner and Wealth Manager with a demonstrated history of working in the banking and finance industry. He is skilled in Trust Banking & Estate Planning, Wealth & Asset Management, Treasury Sales & Investment Management, Client Relationship Management, Risk Management, and Personal Finance. He finished a degree of Bachelor of Science in Business Administration focused in Management and Marketing from Colegio de San Juan de Letran. The first three(3) years of his career was spent at The Bank of Tokyo-Mitsubishi UFJ Ltd. (Now known as the MUFG Bank) as a treasury professional graduating from the bank's Kouhai Development Program. He then transferred to Land Bank of the Philippines and served the public for seven (7) years to deliver Trust & Investment Management services and Fiduciary duties to private corporations, government agencies, top conglomerates and high net worth individuals. He also provided Wealth Management Solutions to Ultra High Net-worth Individuals at ATRAM Trust Corporation and freed them from self-managing their investments and rather focus more on fulfilling meaningful legacies in their lives. Today, he serves the people as an Investment Advisor at BPI Asset Management & Trust Corporation (BPI Wealth) delivering investment solutions catered to help individuals achieve more goals and improve their lives. Concurrently, he is pursuing his Master’s Degree in Business Administration at the Ateneo Graduate School of Business (Rockwell Campus) under the Middle Managers program scheduled to finish the course and graduate by year 2025.
Isagani S. Carreon's current company
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Isagani S. Carreon work experience
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Trust Sales & Marketing Officer
Current
Investment Advisor
Wealth Solutions Manager
Head Of Personal Wealth Management Team
1. Managed the Personal Trust Accounts (PTA) and Investment Management Accounts (IMA) of High Net-worth Individuals both Discretionary and Directional arrangements2. Checked the daily maturities and offer Investment Securities available in the Primary and Secondary Market such as Time Deposits, Government Securities, Corporate Bonds, and Equities3..
Trust Account Management Officer
1. Managed all of the bank's 6 UITF products that has more than 4,000 participators2. Issued to clients their respective Certificate of Participations (COP) for every additional investment collected for UITF.3. Processed withdrawals for every COP redeemed by UITF participators4. Presented to clients quarterly KIIDS containing latest updates and performance.
Management Trainee
Gani is a graduate of the Management Training Program of Land Bank of the Philippines (LBP). This is a training program designed to fully equip highly competent and young professionals in the banking and finance industry. This program contains modules on different aspects of a universal bank and special classes on government financial services. The bank.
Treasury Operations
Gani underwent The Bank’s Kouhai Development Program, a one-year training program, as Kouhai Traniee wherein he circulated five different departments namely International Operations Department, Loan Administration Department, Credit Risk Management Department, Treasury Front Office and Treasury Administration Department. The program consists of.
Internship
Participated in the 45th Annual Meeting of the Board of Governors of Asian Development Bank Manila 2012 as a student volunteer held last May 2-5, 2012 at SMX Convention Center and PICC1. Assigned to the Hotel Accommodations and Registrations committee together with the Department of Finance to assist all of the finance ministers from 67 participating.
Colleagues at Bank of Commerce (Philippines)
Other employees you can reach at bankcom.com.ph. View company contacts for 1543 employees →
Jiji Mae Mandalones
Colleague at Bank Of Commerce (Philippines)Cagayan De Oro City, Northern Mindanao, Philippines, Philippines
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JE
Jocelyn Evangelista
Colleague at Bank Of Commerce (Philippines)Calabarzon, Philippines, Philippines
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VV
Vanessa Valerie Maningo
Colleague at Bank Of Commerce (Philippines)Philippines, Philippines
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GA
Gabriel Arcangel, Lpt
Colleague at Bank Of Commerce (Philippines)Olongapo, Central Luzon, Philippines, Philippines
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JS
Jackie Santiago Siapno
Colleague at Bank Of Commerce (Philippines)United Arab Emirates, United Arab Emirates
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KM
Kathleen Milca Montaño
Colleague at Bank Of Commerce (Philippines)Metro Manila, National Capital Region, Philippines, Philippines
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AC
Antonette Cultura
Colleague at Bank Of Commerce (Philippines)Butuan, Caraga, Philippines, Philippines
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LC
Lolita Carlos
Colleague at Bank Of Commerce (Philippines)Quezon City, National Capital Region, Philippines, Philippines
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RP
Ramon P. Aperocho, Jr.
Colleague at Bank Of Commerce (Philippines)Northern Mindanao, Philippines, Philippines
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ID
Iya Dela Cruz
Colleague at Bank Of Commerce (Philippines)Philippines, Philippines
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Isagani S. Carreon education
Master Of Business Administration - Middle Managers Program
Bachelor Of Science In Business Administration, Management And Marketing
Primary And Secondary Education
Frequently asked questions about Isagani S. Carreon
Quick answers generated from the profile data available on this page.
What company does Isagani S. Carreon work for?
Isagani S. Carreon works for Bank of Commerce (Philippines).
What is Isagani S. Carreon's role at Bank of Commerce (Philippines)?
Isagani S. Carreon is listed as Trust Sales and Marketing Officer at Bank of Commerce (Philippines).
Where is Isagani S. Carreon based?
Isagani S. Carreon is based in Metro Manila, National Capital Region, Philippines while working with Bank of Commerce (Philippines).
What companies has Isagani S. Carreon worked for?
Isagani S. Carreon has worked for Bank Of Commerce (Philippines), Bank Of The Philippine Islands (Bpi), Atram Group, Land Bank Of The Philippines (Official), and Mufg.
Who are Isagani S. Carreon's colleagues at Bank of Commerce (Philippines)?
Isagani S. Carreon's colleagues at Bank of Commerce (Philippines) include Jiji Mae Mandalones, Jocelyn Evangelista, Vanessa Valerie Maningo, Gabriel Arcangel, Lpt, and Jackie Santiago Siapno.
How can I contact Isagani S. Carreon?
You can use AeroLeads to view verified contact signals for Isagani S. Carreon at Bank of Commerce (Philippines), including work email, phone, and LinkedIn data when available.
What schools did Isagani S. Carreon attend?
Isagani S. Carreon holds Master Of Business Administration - Middle Managers Program from Ateneo Graduate School Of Business.
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