I'm a senior portfolio manager with 11 years of experience. I manage 6 to 28 personnel, collect and analyse quantitative and qualitative information to develop strategies and policies for profit maximisation and risk minimisation to ensure steady income and profit generation for clients. Monitor and manage funds up to $50 million in the financial services and financial markets sectors for a $40 billion company.
Technical expertise competencies include 12 skill assessments evaluated by leading professional institutions. Educational credentials include 2 bachelor degree, 6 diplomas, 16 courses, 5 trainings and seminars in multiple fields of finance, accounting, management, economics, statistics, trading, investing, computer science, and information technology. Professional certification with Driven and results-oriented (EDTP-1), and unique blend of financial acumen (FMA-3), character and professionalism (PCSE-2). I'm also a Infotech specialist (CompTIA-1) and data scientist (CFCE-2) which gives me unique skills and insights to solve important organizational challenges makes me a valuable asset for any team seeking growth and impactful contributions. Commitment to excellence makes me a valuable asset for any team seeking growth and impactful contributions. Commitment to excellence.
Surge Funding, LLC
Portfolio Manager / TraderSurgeTrader, 4851 Tamiami Trail N Suite 200
Naples, Florida 34103
May 25, 2024 (Company shut down)
June 17, 2023 to May 24, 2024 - 1 Year - 49% total equity gains
Main Office, Makati City, Metro Manila, Philippines 1200
May 3, 2021 to May 26, 2023 - 2 years and 1 month
Main Office, Makati City, Metro Manila, Philippines 1200
April 1, 2020 to April 30, 2021 - 1 year and 1 month
Davao Branch Office, Davao City, Metro Davao, Philippines, 8000
January 3, 2020 to March 29, 2020 - 3 months
Bershaw Consultancy
Portfolio Trading ConsultantMay 3, 2018 to December 16, 2019 - 1 year and 8 months
The International Association of Computer Investigative Specialists
Credential ID 12175
The Computing Technology Industry Association
Credential ID COMP001000583360
International Business Machines Corporation Institute
Credential ID go/6sTzcIxs
International Monetary Fund (IMF) Institute for Capacity Building
Credential ID A08312020
Civil Service Commission of the Philippines
Credential ID R12-190222-13
Diploma of Business - [2023 to 2024]
Brighton College, Institute of Management
Alison Institute, Business Department
Batch March, 2024 l Melbourne City, Victoria, Australia
S, (S or NS)
Bachelor of Science in Trading Degree major in Market Mechanics and Global Macro Markets - [2018 to 2023]
Babypips Institute, Department of Business
Batch March, 2023 l Richmond City, Virginia, United States
A-, (A+ to F)
Bachelor of Science in Business Administration major in Financial Management - [2013 to 2018]
Southern Baptist College, College of Business Education
Batch April, 2018 l M'lang, North Cotabato, Philippines
91.57 % GWA
Diploma in International Finance - [2017 to 2018]
Alison Institute, Business Department
Batch March, 2018 l Galway City, Connacht, Ireland
94.04 % GWA
Diploma in International Business and Trade - [2016 to 2017]
Alison Institute, Business Department
Batch March, 2017 l Galway City, Connacht, Ireland
95.22 % GWA
Diploma in Economics: Microeconomics - [2015 to 2016]
Alison Institute, Business Department
Batch March, 2016 l Galway City, Connacht, Ireland
96.08 % GWA
Diploma in Information Technology Management - [2014 to 2015]
Alison Institute, Information Technology Department
Batch March, 2015 l Galway City, Connacht, Ireland
93.40 % GWA
May 1, 2017 to April 30, 2018 - 1 year
Nov 3, 2016 to April 24, 2017 - 6 months
Sta. Catalina Credit Cooperative
Analyst - Intern (4 months period)July 2, 2016 to October 6, 2016 - 4 months
Tanjee Lending Enterprise
Underwriter - Working StudentPoblacion, Tulunan, Cotabato, Philippines 9403
April 5, 2013 to June 24, 2016 - 3 years & 2 months
Market Mechanic Analysis
Technical Analysis, Fundamental Analysis, Quantitative Analysis, Liquidity Orderflow Analysis, Business-Market Intelligence, Market Policies, Market Psychology and Market Behavior Analysis
Fundamentals and Sentimental Analysis
Competitor behaviors, products, consumer trends, and market opportunities, monetary policy, exchange rates and business interest intent.
Trading Management System
Equity Management System, Absolute Intent Methodology, Rule Base System, Event Trigger System, Risk Management System, Brinkmanship, Entry System, Exit System
Trading Platforms and Terminals
MT4, MT5, Tradingview, Capital IQ, Bloomberg, FactSet, Refinitiv E, Alpha Sense, River MS, and COL. SaaS, PaaS and IaaS Proficiency
Design Architecture and Engineering of Trading System
Algorithmic, Quantitative, Qualitative, Instruction Flow, Process Design, Design Thinking, Systematic and Hybrid Modeling Approach
Data Science, Computer Science, Deep Learning, Machine Learning and Artificial Intelligence
Excel, SQL, Power BI, Python, C, R, Java, Keras, Tensor Flow, PyTorch, JVM
Technical Indicators and System Process Flow
Backtested and tweaked 6581 of Technical Indicators and counting, Compile and Test 220 system set of Indicators and counting, 2 personal projects and 37 (33 system process flow & 4 fullstack) projects of Hybrid ANN RL RNN MLP LSTM Deep Learning Modeling in multiple industries and counting
Fundamentals and Application of Decentralized Finance (DeFi) - Philippine Blockchain Week
DeFi, blockchain transaction procedures, and smart contract systems.
World Resorts Manila, Newport, Pasay City, Philippines
February 28 - December 2, 2022, 5 days
Sponsorship of HC Global Fund, LLC
Professional Learning and Organizational Management
Bank Secrecy, Liquidity, AMLA, SEC, Inter-banking, Forensic Analysis, ICBS, KYC, Ethics, Monetary Policies, SWIFT, IBAN, Money Order, International Banking, Financial Fraud Detection and Due Diligences
1-Kariven Plaza, Makati Avenue, Makati City, Philippines
July 1-5, 7-12, 15-16, 2019, 12 days
Sponsorship of BDO Unibank and Central Bank of the Philippines
Diploma in Modern Project Management - [2013 to 2014]
Alison Institute, Engineering Science Department
Batch March, 2014 l Galway City, Connacht, Ireland
90.49% GWA
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Executive Strategy and Management
Alison Institute, Business DepartmentCertificate course program - CN 4792-29583360
http://tinyurl.com/asxs7ufd
ISO Management System Audit Techniques and Best Practices
Alison Institute, Accounting Department
Certificate course program - CN 1373-29583360
http://tinyurl.com/3vzbyr3v
Financial Modelling in Decision-Making & Business Planning
Alison Institute, Business DepartmentCertificate course program - CN 4327-29583360
http://tinyurl.com/3897zfvb
Business Intelligence and Knowledge Management Systems
Alison Institute, Business DepartmentCertificate course program - CN 1600-29583360
http://tinyurl.com/4arr5yk3
Designing and Implementing, Monitoring and Evaluating Systems
Alison Institute, Computer Science DepartmentCertificate course program - CN 1734-29583360
http://tinyurl.com/244twpur
Artificial Intelligence and Machine Learning in Business
Alison Institute, Computer Science DepartmentCertificate course program - CN 4876-29583360
http://tinyurl.com/49v7up9c
Trading Essentials
Alison Institute, Business DepartmentCertificate course program - CN 3296-29583360
http://tinyurl.com/4jznzz8z
Stock Investment Criteria for a Great Company
Alison Institute, Business DepartmentCertificate course program - CN 5195-29583360
http://tinyurl.com/mphww9nj
ISO 19011:2011 Internal Audit
Sultan Kudarat State University, Isulan, Sultan KudaratAugust 9, 2017, 2 days
Sponsorship of CBE, Southern Baptist College
ISO 9001:2015 Quality Management System
Southern Baptist College, Mlang, North Cotabato
September 1, 2016, 2 days
Sponsorship of CBE, Southern Baptist College
Blockchain Association of the Philippines - Active member
Taguig City, Metro Manila, Philippines, April 2023 - Current
Institutional Trading Network - Active member
Zurich City, North-Central, Switzerland, March 2021 - Current
Association of Financial Market Trader Philippines - Active member
Makati City, Metro Manila, Philippines, July 2018 – Current
Society of Technical Trader - Active member
London City, United Kingdom, February 2015 - Current
Second Language - Professional Language
Primary Language including 6 local language
Limited proficiency
Best Performance of the Year
Senior Portfolio ManagerHC Global Fund Services LLC - 2022 - vacation with pay
Top performance gain of the Year - 93.04%
Performance Award
Portfolio ManagerHC Global Fund Services LLC - 2021
Best quarter gains of all time (1st Quarter) - 36.20%
promoted to Senior Portfolio Manager
Employee of the Year
Liquidity Management SpecialistGabriel Fruit Processing and Exporting - 2018
Cash bonus & motorcycle
Diligence Award
IT-Finance StaffGabriel Fruit Processing and Exporting - 2017
promoted to Liquidity Management Specialist
ARLY JAMES RAMOS
Applicant, February 5, 2024ETF, Index Fund and Mutual Fund Investing
Alison Institute, Business DepartmentCertificate course program - CN 4594-29583360
http://tinyurl.com/3yfwet8x
Cryptocurrency: Legalities, Storing and Mining
Alison Institute, Business Department
Certificate course program - CN 2375-29583360
http://tinyurl.com/5n6efj5s
High Probability Options Trading Strategies
Alison Institute, Business Department
Certificate course program - CN 4244-29583360
http://tinyurl.com/265xz3wv
Fundamentals of Stock Trading
Alison Institute, Business DepartmentCertificate course program - CN 4718-29583360
http://tinyurl.com/mrmhv9mf
Trading in a Futures Market
Alison Institute, Business Department
Certificate course program - CN 1730-29583360
http://tinyurl.com/5kfswxz9
Forex Trading - Technical Analysis and Risk Management
Alison Institute, Business Department
Certificate course program - CN 4331-29583360
http://tinyurl.com/yf7562s4
Market Analysis: Price Pattern Trading
Alison Institute, Business DepartmentCertificate course program - CN 2996-29583360
http://tinyurl.com/2a3wmr3j
Financial Funds - Revised
Alison Institute, Business DepartmentCertificate course program - CN 1727-29583360
http://tinyurl.com/yavnxzed