Spearheading the go to market strategy, discussions and implementations of PDAX functions as a Virtual Asset Service provider(VASP) with other financial institutions such as Banks, EMIs, remittance companies and other VASP entities. The objective was to make digital assets far more accessible, leveraging on the different networks of our partners while empowering them with PDAX's backend support and white labeled solutions. We enabled our partners to offer digital asset services within their own apps for a fraction of the time and cost to set up while ensuring that the systems and processes were compliant with regulation.

Expertise: - Sales and business development training and consultation- Revenue operations consultingIndustries: Finance, Technology, Manufacturing

Bringing new age Machine Learning and AI tools to improve risk management practices and supporting lenders to create customer delight. Managing key relationships for the Philippine market including top banks and fintechs.Leading innovation culture by bringing in global best practices into the Philippine market. Helping startups in the fintech space setup their credit risk infrastructure, optimizing use of their data to acquire customers, upsell better and prevent fraud.

• Conduct business development with new and existing UBP corporate accounts. Scoping and anticipating their financial technology needs• Ensure that proper documentation is done for clients which require Fintech Services This requires coordination with product, compliance, legal and risk• Work with internal banking groups to create a seamless solution for the client• Negotiate and execute partnership agreements with external Fintech companies• Partner with external Fintech companies and create synergy between the bank and the partner Fintech to service UBP account holders• Work with Retail and corporate banking groups to assist them in complex accounts which require technical sales

Leads STORM's B2B growth Head of Client Acquisition and Servicing. Main responsibilities include: Oversee STORM's Demand Generation, Sales Development and Customer Success Departments. Main KPI is to ensure STORM's revenue targets are reached by expanding business both through new accounts/partnerships and maximizing current client revenue through lowering churn and upselling.Handles Relationships with key personnel from high priority accountsCreates and implements sales processes to ensure continuing pipeline growthHandles negotiation and closing of high priority clients

Led STORM's Customer Success DepartmentDepartment Objectives:Ensures that qualified clients needs are scoped and mapped out. Add customers to STORM's portfolio by making sure qualified clients are implemented smoothly and on scheduleIdentifies how each STORM customer will maximize the benefits of using STORM's products.Create and monitor program metrics based from objectives identified by both STORM and the customer and ensures that these are met.Maintain and foster relationships with client partners and leverage these relationships during issue resolution and upselling.

Responsible for leading a team with the following tasks:Makes sure client growth is robust through various sales activities which include pitching, lead generation, negotiation and the like. These sales activities also include overseeing implementation of STORM's technology solutions to corporate clients. This will include coordination with various stakeholders of the client and internal stakeholders of STORM. Another set of responsibilities include management and servicing key accounts who currently avail STORM's various technology platforms. Ensure that they are satisfied with the performance and servicing of the products that they avail. Activities include analysis of data (from product performance, client stakeholder interviews, survey's, etc) to see which steps to take to service the client better.

Handled sales and marketing tasks for STORM Benefits. From event organization to to lead generation to presenting our system to prospective clients. Also part of the responsibility is reporting directly to STORM's CEO and COO in projects that will expand the growth of our company.

Head the operations for STORM's Cebu Branch. To bring the STORM's Manila culture to the team in Cebu while at the same time expanding our client and partner base. I also look after STORM's current clients that have Cebu Operations.

Handle Investment Portfolio's of clients (Education Fund, Retirement Fund, House Fund, Etc) Team Leader of a sales team with goals of supporting and motivating teams get their sales goal.

Solicit Investment options to various clients. Manages client funds and gives consultation on viable investment options.