Isabel Montalban

I'm a growth oriented person and has always a willing-to-learn attitude. A finance and sales Enthusiast.

isaymontalban@gmail.com 09954889742

BLK 26 LOT 1 MAPLE ST. RAINBOW VILL. 5 DEPARO facebook.com/Isabel Montalban

CALOOCAN CITY, North Caloocan City

instagram.com/isayforthewin

WORK EXPERIENCE SKILLS

Investment Planner • Experienced at analyzing technical and fundamental
Professional Diligence analysis as well as done an actual trading in gold and FX
05/2013 – 10/2013
market.
Unit 2703, 27/F, PBCom Tower, Ayala Avenue corner Rufino Street,
Makati City • Literate in managing portfolio and financial statement
Achievements/Tasks analysis.
Done marketing through direct selling of securities
specifically in physical gold and spot gold trading. • SAP analysis
Conducted technical and fundamental analysis to be
reported to the client and the team. • Experience marketing through direct selling of securities
Actual Trading of Gold and Forex
• Good interpersonal and communication skills

Tax Assistant • Sales representative • Analytical

PMFTC Inc.
06/2014 – 12/2014 • Financial consultancy Willing-to-learn attitude
27th Floor, Tower One, The Enterprise Centre. 6766 Ayala Avenue cor
Paseo de Roxas. Makati City 1200
Achievements/Tasks
Tax filing at BIR BUSINESS EXPERIENCE
Computing for tax input and output
Isabel's Collection
SAP Analysis
an RTW product selling business that we built and locate it on a
Christmas Bazaar last 2014. We manage to open 3 branches on
different Christmas Bazaars across the Metro. This business helps
me become creative in terms of marketing and managing a
Financial Advisor traditional business. In 2017 I opened it again as an online business.
Sun Life of Canada Philippines Inc.,
03/2015 – 03/2017
Laurelwood Branch, 2/F ACE Bldg., 101 Rada St. Legaspi Village, Makati Montalban Poultry Farm
City this is my family’s current business that focuses on livestock located
in San Antonio, Quezon. I was tasked to be in finance management
Achievements/Tasks
and a business consultant for the expansion of the business.
Sales presentation about market/economic stability and its
product.
Conducting seminar for employees, organization or other
group of people which help them raise financial awareness
SEMINARS ATTENDED
Done financial planning and strategize client’s current
financial situation. Cash Flow 101 by Robert Kiyosaki (The Game Board
Seminar)
Crowne Plaza Galleria, Ortigas Avenue corner Asian Development Bank
Avenue, 1100 Quezon City, Philippines

EDUCATION MetisEtrade: Forex 101 and Happy Trading Hour (actual

trading game)
BSBA major in Financial Management 9th Floor, Marajo Tower, 26th Street corner 4th Avenue, Fort Bonifacio
Far Eastern University-Diliman Global City, Taguig , 1634, 26th St, Taguig
05/2011 – 05/2013 Fairveiw, Quezon City