Patrick Wealk Privado

Patrick wealk privado

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location of Patrick Wealk PrivadoCentral Luzon, Philippines
Phone number of Patrick Wealk Privado+91 xxxx xxxxx
Followers of Patrick Wealk Privado483 followers
  • Timeline

    Oct 2014 - May 2015

    Financial Advisor

    AIA Philippines
    Dec 2014 - Mar 2015

    Intern

    Philippine Stock Exchange Inc (PSE)
    Jun 2015 - Jul 2022

    Senior Sales Officer

    Citi
    Manila, National Capital Region, Philippines
    Current Company
    Aug 2022 - now

    Relationship Manager - Retail Banking

    UnionBank of the Philippines
  • About me

    Relationship Manager at UnionBank

  • Education

    • Baliuag university

      2011 - 2015
      Bachelor's degree business administration major in financial management

      Activities and Societies: Treasurer of Junior Financial Executives (Baliuag University Chapter S.Y. 2014-2015) Business Manager of Business Administration Freshmen and Sophomore Society (S.Y. 2012-2013) Member of Junior People Management Association of the Philippines (S.Y. 2013-2015) Member of the Junior Confederation of Finance Association (S.Y. 2014-2015) Studied the major subject of Risk Management, Investment and Portfolio Management, Financial Analysis and Reporting, Credit and Collection, Monetary Policy & Central Banking, Capital Markets Management, Banking & Financial Institution, Treasury Management, and Special Topics in Financial Management.

    • Baliuag university

      2011 - 2015
      Bachelor of business administration - bba finance and financial management services
  • Experience

    • Aia philippines

      Oct 2014 - May 2015
      Financial advisor

      Consult with clients to determine financial needs and goals develop growth plans. Offer detailed, research-based advice on strategies to meet clients’ needs.

    • Philippine stock exchange inc (pse)

      Dec 2014 - Mar 2015
      Intern

      Intern at Market Control Department

    • Citi

      Jun 2015 - Jul 2022

      Direct Sales Officer - Cards Acquisition Offers financial products such as Personal Loan and Credit Card.

      • Senior Sales Officer

        Jan 2021 - Jul 2022
      • Assistant Manager

        Jan 2018 - Apr 2022
      • Sales Officer

        Jun 2015 - Apr 2022
    • Unionbank of the philippines

      Aug 2022 - now
      Relationship manager - retail banking

      Retail and Corporate Banking

  • Licenses & Certifications