19 Years of experience in the Financial Market Industry specifically focused on data analysis and workflow, and software solutions. Organized, Focused and Goal Oriented with very strong people skills
Overview
19
19
years of professional experience
9
9
years of post-secondary education
2
2
Languages
Work History
Product Trainer
SS&C Advent (Open Access BPO)
Makati, Philippines
06.2022 - Current
Facilitates Product Training for SS&C Advent's Core products Advent Portfolio Exchange, Tradex and Managed Services internally and external clients
Designs content materials used for trainings
Spearheads initiatives involving process changes , basic product automation and managed services using cloud delivery capabilities
Works directly with Investment Management companies on the APAC and EMEA regions in conducting trainings and building new teams
Advisory and Investment Management Specialist
Refinitiv
Taguig City
03.2011 - 06.2021
Content focus includes Financials, Estimates, Investment Funds, Investment Management, Investment Banking and Trading
Acts as 2nd level point of Escalation support for complex content and functionality issues for Refinitiv products such as Refinitiv Eikon, Refinitiv Workspace, Datastream, Lipper Investment Management and Lipper Global Data Feeds
Annuity Service Support
Ameriprise Financial (Sykes Asia Inc.)
02.2005 - 03.2011
Provides 1st level support working directly with client, providing services such as asset rebalancing, partial and full withdrawals and basic tax discussion on their Annuity accounts
Spearheaded projects that are focused on Knowledge and Development, delivered across all Frontline Support in Manila, Japan, Beijing, Bangalore business centers
Personal Information
Date of Birth: 08/18/1982
References
Jenifer R. Laygo, Makati City, 09175264094, razon.jenifer@gmail.com
Jhon Sedan, Taguig City, 09478956682, jhon.sedan@gmail.com
Timeline
Product Trainer
SS&C Advent (Open Access BPO)
06.2022 - Current
Advisory and Investment Management Specialist
Refinitiv
03.2011 - 06.2021
Annuity Service Support
Ameriprise Financial (Sykes Asia Inc.)
02.2005 - 03.2011
Bachelor of Science in Civil Engineering -
University of The East
06.1999 - 10.2004
High School -
New Era University
06.1995 - 07.1999
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