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Erwin M. — Senior Securities Representative from Philippines

Erwin M.

Senior Securities Representative

Philippines 6+ years
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Languages
English
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About

Erwin R. is a Certified Securities Representative at Venture Securities, Inc. in Makati City, where since April 2011 he has managed institutional trades with a daily discretionary fund between P5-10M and a trading limit of P100M. He has executed trades for institutional clients in the Philippine financial sector, including leading banks such as UBP, MBT, BPI, and BDO, and handled accreditation processes for organizations like GSIS, LBP, and SSS. Earlier, at Landbank of the Philippines, Erwin was an Accounting Clerk involved in implementing revised check clearing and settlement processes and worked with departments focused on loans, special assets, and interbranch communications. He holds a BS in Finance from Far Eastern University and a Graduate Certificate in Distance Education from the University of the Philippines Open University. Erwin is a licensed stock trader by the SEC and a CPD lecturer accredited by PRC, with research interests in distance education and academic program development.

Experience

  • Certified Securities Representative (CSR)

    Venture Securities, Inc · 2011 — Present
    Oversaw dealer accounts with a daily discretionary fund of P5-10M and managed trades for institutional clients, including Trust- UBP, MBT, BPI, and BDO. Processed orders for related party, high-end, and corporate clients while handling accreditation for GSIS, LBP, and SSS.
  • Accounting Clerk

    Landbank of the Philippines, under LBP Service Corporation · 2008 — 2011
    Contributed as a pioneer team member in the implementation of the Revised Check Clearing and Settlement Process 2010. Worked in interbranch transmission and communication and supported the Loans Implementation and Special Assets Departments.

Skills & Expertise

Education

  • Graduate Certificate of Distance Education (non-thesis Master’s degree)
    University of the Philippines Open University · 2021 — 2025
  • BS Finance
    Far Eastern University, Manila · 1998 — 2002

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