Jesus Lopez

Treasurer @Unionbank

🔥 Startup FounderBusiness Owner🧨 Consulting🎥 Entertainment🧮 EducationVenture Partner✨ Business OwnerGeneral PartnerManaging PartnerInvestment AnalystAthlete ManagerSEO ManagerMarketing Analytics ManagerLife CoachingAccount ManagerSales ManagerTutorHead of GrowthExecutive CoachSoft Skills TrainerBusiness AnalystAdvisorPartnerMarketing DirectorM&A ExpertManager💰 Investor & VC💸 Marketing💼 C-level Executive👍 Sales & BizDev🏦 Finance🏐 SportsCOOChief Investment OfficerBrand Marketing ManagerContent ManagerInvestor RelationsBanking OperationsFinancial AnalystInvestment OfficerTraderInvestment BankerPortfolio ManagerFinancial PlannerCFOSport ManagerCoachAthlete

Experienced executive in Cash Position Management, Trust and Investment Services, Treasury Management, and Asset and Liability Management. Detail-oriented and results-driven with a strong strategic initiatives and execution background, portfolio management, and financial professional with over 20 years of experience in the financial Industry. Naturally inquisitive with a rapid grasp of business dynamics, seeks challenges to leverage my extensive industry knowledge, project management skills, and ability to deliver impactful results.

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Work Background

UnionBank of the PhilippinesAccount Management and Governance -VP

Oct. 2018 - Aug. 2022Manila, National Capital Region, Philippines• Led the account management team with a $2bio portfolio that cultivates ties with current customers. To determine the demands, we collaborate closely with customers. We also create plans to expand their clientele and make sure the staff is delivering high-quality, reasonably priced services. • Provides analytical support in developing investment policies and guidelines, and asset allocation simulation to determine optimal portfolio diversification. • Oversees post-investment and accounts review for all managed accounts and performs rebalancing of managed account; and execute client instructions.

Maybank Philippines Inc.Asset and Liability Management- AVP

Jul. 2014 - Oct. 2018Metro Manila, National Capital Region, Philippines• Efficiently Managed the Bank’s liabilities, funding, gapping requirement and daily liquidity position by planning short- and long-term cash flows and assessing financial performance, ensuring compliance with the central bank • Generated additional income of $5mio through trading fixed-income securities such as but not limited to Government bonds, Republic of the Philippines, Corporate Bonds, US Treasuries, and Sovereign bonds.

Maybank Philippines Inc.Investment Manager, Trust Banking Division

Nov. 2012 - Jul. 2014Manila, National Capital Region, Philippines• Managed investments portfolios worth $300mio, created financial reports and presented to high-valued clients. • Chaired the investment committee meetings and presented strategies to the Trust committee resulting in a 30% increase in AUM.

JPMorgan Chase & Co.Business Process Manager

Feb. 2012 - Oct. 2012Metro Manila, National Capital Region, PhilippinesJPMorgan Chase & Co. Process Manager for Securities Pricing • Migrated the pricing securities pricing team from Sydney, Australia to the Philippines. Documentation from training to go-live of the work stream, that provided operational support to the fund administration in Sydney. • Managed a team that ensured the key pricing services necessary to complete NAV calculations were carried out efficiently, within specific timeframes and in a controlled environment to minimize risk