Kerwin Chan, Cfa
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Kerwin Chan, Cfa Email & Phone Number

Institutional Equity Sales at COL Financial Group, Inc. | Ex-Research at COL Financial Group, Inc.
Location: National Capital Region, Philippines, Philippines 4 work roles 3 schools
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Current company
COL Financial Group, Inc.
Role
Institutional Equity Sales at COL Financial Group, Inc. | Ex-Research
Location
National Capital Region, Philippines, Philippines
Company size
215 employees

Who is Kerwin Chan, Cfa? Overview

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Quick answer

Kerwin Chan, Cfa is listed as Institutional Equity Sales at COL Financial Group, Inc. | Ex-Research at COL Financial Group, Inc., a company with 215 employees, based in National Capital Region, Philippines, Philippines. AeroLeads shows a matched LinkedIn profile for Kerwin Chan, Cfa.

Kerwin Chan, Cfa previously worked as Institutional Equity Sales at Col Financial Group, Inc. and Equity Research Analyst at Col Financial Group, Inc.. Kerwin Chan, Cfa holds Bachelor Of Science - Bs, Management Engineering from Ateneo De Manila University.

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Email format at COL Financial Group, Inc.

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COL Financial Group, Inc.

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Profile bio

About Kerwin Chan, Cfa

Institutional Equity Sales with experience in Fundamental Analysis and Financial Modeling. Equipped to analyze the Philippine market and pitch highly specialized investment ideas to institutional clients based on recent market trends. Also, create relevant market insights and sales notes on a regular basis to help clients make well-informed investment decisions.

Current workplace

Kerwin Chan, Cfa's current company

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COL Financial Group, Inc.
Col Financial Group, Inc.
Institutional Equity Sales at COL Financial Group, Inc. | Ex-Research
manila, manila, philippines
Website
colfinancial.com
Employees
215
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Company profile
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4 roles

Kerwin Chan, Cfa work experience

A career timeline built from the work history available for this profile.

Institutional Equity Sales

Current
Col Financial Group, Inc.
  • Provide highly specialized investment advice on listed companies to institutional investors
  • Analyze the equity market and formulate unique investment ideas
  • Produce sales notes and distribute them together with other research reports
  • Contact institutional clients daily to communicate potential profitable trades
Apr 2022 - Present

Equity Research Analyst

Col Financial Group, Inc.

NCR - National Capital Region, Philippines

  • Analyzed financial and market data to forecast the liquidity, solvency, earnings, and intrinsic valuation of 8 companies specifically under the Telecom, Consumer, and Industrial sectors
  • Constantly met with the top management of 20 companies to understand their business and identify new catalysts for future growth
  • Regularly generated research reports to provide timely and sound recommendations to nearly 400,000 COL clients
  • Helped produce a new strategy product called COL to Action that aims to assist retail investors make decisions based on key investment themes in the current market environment
Nov 2019 - Apr 2022

Finance Analyst

Philippine Batteries Incorporated

NCR - National Capital Region, Philippines

  • Lead analyst assigned to create and analyze monthly end-to-end P&L reports of our USA market and Conversion Costs of our Manufacturing Plant
  • Involved in over US$6.8Mil worth of corporate acquisition and joint ventures in North America. Tasked to lead the financial due diligence process, evaluation of incremental profit, and finalization of the payback period
  • Forecasted the Income Statement, Balance Sheet, and Cash Flow Statements of our Philippines, Australia and New Zealand Markets
  • Involved in over Php12Mil worth of CAPEX analysis for the Manufacturing Plant
  • Analyzed the utilization and allocation of each Motolite Express Hatid Rider to maximize productivity
Sep 2018 - Oct 2019

Treasury Intern

Asia United Bank

Joy-Nostalg Center, 17 ADB Ave

  • Traded government securities to allow profitability in the bank’s portfolio
  • Created various reports regularly to assist Senior traders in their decision-making
  • Recorded various transactions made from all the Asia United banks in the country toappropriately move funds in our different Nostro accounts outside the country
  • Analyzed the Foreign Exchange trading to aid different clients of AUB who areinterested in the Foreign Exchange market
May 2017 - Jul 2017
Team & coworkers

Colleagues at COL Financial Group, Inc.

Other employees you can reach at colfinancial.com. View company contacts for 215 employees →

CJ Christian Jay Flores Christian Jay Flores Colleague at Col Financial Group, Inc.Quezon City, National Capital Region, Philippines, Philippines View → RV Romelyn Viernes Romelyn Viernes Colleague at Col Financial Group, Inc.Calabarzon, Philippines, Philippines View → FC Franchesca Clare Santiago Franchesca Clare Santiago Colleague at Col Financial Group, Inc.Parañaque, National Capital Region, Philippines, Philippines View → AB Aina Bernal Aina Bernal Colleague at Col Financial Group, Inc.National Capital Region, Philippines, Philippines View → MT Marivic Tuazon Marivic Tuazon Colleague at Col Financial Group, Inc.Metro Manila, National Capital Region, Philippines, Philippines View → EN Ed Nicole Bayangos Ed Nicole Bayangos Colleague at Col Financial Group, Inc.Calabarzon, Philippines, Philippines View → MJ Mary Josephine Go Mary Josephine Go Colleague at Col Financial Group, Inc.Philippines, Philippines View → TS Tatsuya Shiba Tatsuya Shiba Colleague at Col Financial Group, Inc.Metro Manila, National Capital Region, Philippines, Philippines View → MD Maria Dulce Calija Maria Dulce Calija Colleague at Col Financial Group, Inc.Philippines, Philippines View → RJ Ralph Jacob Chua Ralph Jacob Chua Colleague at Col Financial Group, Inc.Metro Manila, National Capital Region, Philippines, Philippines View →
3 education records

Kerwin Chan, Cfa education

FAQ

Frequently asked questions about Kerwin Chan, Cfa

Quick answers generated from the profile data available on this page.

What company does Kerwin Chan, Cfa work for?

Kerwin Chan, Cfa works for COL Financial Group, Inc..

What is Kerwin Chan, Cfa's role at COL Financial Group, Inc.?

Kerwin Chan, Cfa is listed as Institutional Equity Sales at COL Financial Group, Inc. | Ex-Research at COL Financial Group, Inc..

Where is Kerwin Chan, Cfa based?

Kerwin Chan, Cfa is based in National Capital Region, Philippines, Philippines while working with COL Financial Group, Inc..

What companies has Kerwin Chan, Cfa worked for?

Kerwin Chan, Cfa has worked for Col Financial Group, Inc., Philippine Batteries Incorporated, and Asia United Bank.

Who are Kerwin Chan, Cfa's colleagues at COL Financial Group, Inc.?

Kerwin Chan, Cfa's colleagues at COL Financial Group, Inc. include Christian Jay Flores, Romelyn Viernes, Franchesca Clare Santiago, Aina Bernal, and Marivic Tuazon.

How can I contact Kerwin Chan, Cfa?

You can use AeroLeads to view verified contact signals for Kerwin Chan, Cfa at COL Financial Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Kerwin Chan, Cfa attend?

Kerwin Chan, Cfa holds Bachelor Of Science - Bs, Management Engineering from Ateneo De Manila University.

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