Invests in
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Kathleen
Work Experience
MBA Candidate
2024
Class of 2026
2021 - 2024
Investment Banking Associate
2023 - 2024
Provided M&A transaction support, including financial modeling, preparation of marketing materials and process coordination.
Investment Banking Senior Analyst
2021 - 2022
Investment Banking Analyst
2021 - 2021
2019 - 2021
Investment Banking Associate - Debt Capital Markets and Project Finance
2019 - 2021
Advised corporate issuers of offshore Regulation S debt securities as well as issuers of local Philippine SEC-registered bonds, with an aggregate transaction value greater than US$7 billion; Advised Philippine top corporate clients on debt financing, including ICMA-compliant Green, Social, and Sustainability Bond structuring Directly worked on notable award-winning deals including: Best Green Bond – Corporate for AC Energy US$400 million FFL Green Notes, The Asset Triple A Country Awards 2021 Best Local Currency Green Bond for Energy Development Corporation’s Dual-Tranche ASEAN Green Bond, The Asset Triple A Country Awards 2021 Telecom Deal of the Year for Globe Telecom US$600 million dual-tranche senior notes, The Asset Triple A Infrastructure Awards 2021 Infrastructure and Project Finance for Star Energy Geothermal Salak – Darajat’s USD 1.1 billion secured green bond, The Banker Deal of the Year 2021 Best ESG Green Financing in Southeast Asia: Philippines for Manila Water Company’s US$500 million Sustainability Notes, Alpha Southeast Asia Best Deal and Solution Awards 2020 Best Social Bond for BPI's PHP 21.5 billion COVID Action Response (CARe) bonds, The Asset Asian 2020 Country Awards Best Sustainability Bond (Corporate) for Manila Water Company’s US$500 million Sustainability Notes, The Asset Asian 2020 Country Awards Best New Bond (Philippines) for Jollibee Worldwide Private Limited’s US$600 million perpetual capital securities, The Asset Asian 2020 Country Awards
2019 - 2019
Management Trainee
2019 - 2019
Completed the Officership Training Program (OTP) of the Bank of the Philippine Islands which consists of 6-month classroom sessions followed by on-the-job training aimed to equip high potential individuals with basic management and leadership skills, as well as a deeper understanding of the organization, its products, services and business operations.
2018 - 2018
Trust Intern
2018 - 2018
Learned basics on trust operations including trust products with focus on Unit Investment Trust Funds (UITFs) and retirement trust agreements as well as basic know-how in using a Bloomberg terminal. Designed keynote presentations on available trust products. Consolidated a list of funds available in the Philippines including relevant information such as risk, term, type of fund, index, etc. Assisted in the updating of customer accounts by compiling relevant forms to be sent out and contacting branch managers via e-mail and phone call to request their assistance in following up requirements needed from customers.