Joseph Gerard F. Romana

** ****** ******* **., ** Resort Village, Las Pinas City

Home #: +632-****-****; Cellphone #: +63-998-***-**** E-mail address: adi9a7@r.postjobfree.com

Experience

February 2020 to August 2020: Personiv.com

Content Lead

Wrote website content for an Australian marketing agency client. February 2019 to March 2020: Plattr.com

Content Writer

Wrote over 150 articles for various websites like richretirementletter.com, onepercentbetter.com, sonnozona.com, insideyourira.com, xant.ai, and askmuscle.com.

April 2014 to Present: Various Clients

Freelance Writer

§ Wrote over 140 articles (and counting) for Plattr.com and over 100 finance articles for the now-defunct Philippine Online Chronicles (poc.net).

§ Wrote over 500 short e-books (and counting) for BMS Publishing, Publishers’ Express, and Top Level Writers. Wrote scripts for online marketing videos for clients.

§ Self-published 4 non-fiction e-books on Amazon.com's Kindle Store.

§ Created the users' manual for the EGG Classroom, a collaborative project between H2O Technologies, Microsoft Philippines, and the Department of Education, including a marketing video used to help entice investors and supporters of the project.

§ Edited and expanded e-books for various clients.

§ Wrote product reviews for various clients.

§ Wrote SEO articles for various clients.

November 2016 to Present: Various Clients

Freelance Video Creator

§ Shot and edited Oxfam Philippines Cash-in-Hand Learning Brief presentation conducted on 5 March 2020 (https://app.vidello.com/#/editor/86551)

§ Wrote the script for, shot, and edited Boysen Beats’ live/animated explainer video for its personal finance series Usapang Pera

(https://www.studioboysen.com/series//financial-literacy)

§ Wrote the script for, shot, and edited Oxfam Philippines' live/animated explainer video for its iAfford-PayMaya card

(https://www.facebook.com/OxfamPilipinas/videos/481************/).

§ Shot and edited the presentation video for H2O Technologies' EGG Classroom pilot project.

§ Produced short marketing videos for Floretta Products' (Australia) product launch on Facebook (https://www.facebook.com/florettaproducts/) and Reading Enhancement and Academic Development's online marketing activities

(https://read-clinic.com/ and https://www.facebook.com/readclinicph/). July 2019 to February 2020

Social Media Marketing Manager

§ Created and manages the Facebook page for the book FirstPective Matters to a Life Well-Lived (https://www.facebook.com/firstpectivematters/);

§ Shot and edited the book’s online marketing videos;

§ Set-up and manages the WordPress sales website for the book FirstPective Matters to a Life Well-Lived (https://firstpectivematters.home.blog/ and https://firstpectivematters.home.blog/new-years-resolution-key-to-success/

§ Ran several Facebook Ad Campaigns to promote the book. Social Media Accounts and Website Manager

§ Managed the company's website (https://read-clinic.com) and social media accounts (Facebook, YouTube, and Instagram).

§ Created and managed content on the company's website and Facebook page, which included graphics and video that promoted the company's reading and writing development services.

December 2016 to February 2017: H2O Technologies – Breathe Clean Breathing Masks

Social Media Account Manager and Crowdfunding Co-Manager

§ Posted relevant content on the social media accounts of the company’s product, the Breathe Clean breathing mask, for purposes of its planned crowdfunding campaign.

§ Created marketing and promotional online videos for the product's crowdfunding campaign.

May to October 2016: H2O Technologies – H2O Salamander Social Media Account Manager

§ Posted relevant content on the social media accounts of the company’s product, the H2O Salamander, for purposes of its planned crowdfunding campaign.

§ Represented the owners in an interview on CNN Philippine's The Service Road with James Deakin to promote the crowdfunding campaign.

§ Answered queries on the H2O Salamander’s Facebook page. November 2013 to present: Various Clients

Personal Finance Consultant and Resource Speaker

§ Co-created Oxfam Philippines’ animated explainer video for their PayMaya iAfford debit card as part of their personal financial inclusion efforts for the poor and marginalized sectors in Tacloban and Marawi (3rd quarter 2018).

§ Co-created Oxfam Philippines' Digital Personal Finance Inclusion modules, including videos (2nd half of 2017).

§ Created the personal finance curriculum for elementary and high school students of Jesus The Risen Savior School (a DLSU-run private school) in San Pedro, Laguna (School Year 2015-2016).

§ Gave personal finance talks for Saint Michael's College in Binan, Laguna in 2013 and 2014.

§ Gave personal finance talks for Grab Philippines' top drivers and their spouses in the Metro Manila and Cebu legs of their Misiskolar program (13 and 27 August 2017).

§ Gave a personal finance talk at Centuria Medical Makati's Women's Health and Financial Wellness Expo (March 2018).

§ Wrote more than 50 published personal finance articles for the Philippine Online Chronicles (poc.net).

§ Self-published 2 personal finance e-books on the Amazon Kindle Store: Personal Finance For Beginners: You're The Finance Manager; and Investing 101: A Guide To Investing For Beginners.

March 2017 to March 2018: Sun Life of Canada (Philippines), Inc. Financial Advisor

§ Educated and advised clients on the importance of getting life insurance as part of excellent personal financial management.

§ Provided clients with life insurance solutions for securing their and their families’ futures.

§ Conducted financial planning seminars/workshops. June to October 2016: Saint Michael’s College Laguna, Philippines Associate Professor

§ Taught Business Finance and Financial Management to 2nd year and 4th year college students, respectively.

July 2008 to 2014: Philippine Deposit Insurance Corporation Supervising Bank Examiner

§ Conducted on-site examination of monitored banks-at-risk.

§ Prepared Bank Examination Reports of banks examined.

§ Assisted other supervising examiners in conducting on-site examinations. July 2007 to Februrary 2008: Metrobank

Market and Liquidity Risk Officer

§ Reviewed daily market risk and portfolio limits reports prepared by staff.

§ Conducted parallel run and data validation of automated market risk management reporting system prior to full implementation.

§ Prepared Asset Liability Management Committee (ALCO) and Risk Management Committee presentation materials.

§ Various tasks assigned by the Division Head.

October 2006 to May 2007: Bangko Sentral ng Pilipinas Senior Foreign Exchange Officer

§ Conducted post audit of foreign portfolio investments of custodian banks.

§ Evaluated applications for repatriation of foreign portfolio investments.

§ Assisted in the preparation of the foreign investments flows for the Monetary Board.

May 2006 to August 2006: Bahay Financial Services, Inc. Investor Reporting Manager

§ Prepared activity reports for the company’s stakeholders. January 2005 – May 2006: Philippine Deposit Insurance Corporation Senior Risk Assessment and Resolution Specialist

§ Prepared off-site analysis reports of banks.

§ Evaluated merger applications and proposals of banks.

§ Reviewed reports prepared by other Analysts

2002 – Jan 2005: Philippine Deposit Insurance Corporation Supervision and Examination Specialist

§ Prepared off-site analysis reports of banks.

§ Evaluated merger applications and proposals of banks.

§ Reviewed reports prepared by other Analysts

1999–2002: Philippine Deposit Insurance Corporation Supervision and Examination Analyst

§ Prepared off-site analysis reports of banks.

§ Evaluated merger applications and proposals of banks.

§ Analyzed treasury operations and accounts of banks.

§ Supervised the takeover activities of Urban Bank’s Marketing and Treasury Operations.

1998–1999: United Coconut Planters Bank

Treasury Marketing Trader – Dealership Department

§ Solicited new accounts for the bank (investments).

§ Managed investment accounts of existing clients.

§ Managed the department’s dollar swaps investment instrument offered to clients.

§ Managed the Central Bank Reverse Repurchase investment instrument offered to clients.

§ Offered investment advice to clients.

1997-1998: Apex Philippines Equities Corporation

Trader

§ Created the company’s policies on stock market trading as well as the compensation package for agents in coordination with the mother company in Malaysia.

§ Solicited and managed stock market trading accounts.

§ Analyzed the stock market and advised clients on investment opportunities.

§ Represented the company in the Philippine Stock Exchange trading floor at the Ayala Tower in Makati City.

1997: All Asia Securities Management Corporation

Agent

§ Solicited and managed trading accounts.

§ Analyzed the stock market and advised clients on investment opportunities. Education 2012-2014 Pamantasan Ng Lungsod Ng Maynila Manila

§ Masters In Business Administration – Top Executive Program 1993-1996 De La Salle University Manila

§ B.S.C. Management of Financial Institutions

§ Gold Medal Awardee for Best Thesis: An empirical investigation on the presence of a January and December Value Effect on the Philippine Stock Market.

§ Vice President for Publicity, Management of Financial Institutions Association

(MaFIA).

Seminars/ workshops SEC Stockbrokers’ License Exam Review attended:

1997 Philippine Stock Exchange, Ortigas, Pasig City 1997 Management Interaction Seminar

United Coconut Planters Bank

2000 Values Enhancement Program

Philippine Deposit Insurance Corporation

2001 Basic Banking Operations Course

Ateneo de Manila Graduate School, Makati City

2001 Bank Accounting

Ateneo de Manila Graduate School, Makati City

3rd place, Grade = 91%

2001 Financial Analysis

PSR Consulting, Makati City

5th place, Grade = 85%

2001 Treasury Operations Seminar

Bangko Sentral ng Pilipinas, Manila

2002 Advanced Financial Analysis Seminar

PSR Consulting, Makati City

2008 Training the Trainors

PDIC Training Institute, Makati City

2008 Supervisory Development Course

PDIC Training Institute, Makati City

2010 Bank Fraud

Association of Certified Fraud Examiners – Philippines, Makati City 2010 Early Warning Signals and Problem Financial Institutions APEC-FRTI, Pasig City

2011 Bank Supervision and Examination School

APEC-FRTI, Pasig City

2013 Is Your Bank Ready And Able

Reyes, Tacandong and Associates, Makati City

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