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Patrick Wealk Privado

Financial Advisor

482 followers

Central Luzon, Philippines

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Timeline
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
- SAP Business One
  Mar 2013
  View certificate