Investor Services Team Lead @ (January 2025 - May 2026)
Senior Shareholder Administrator @ (April 2024 - December 2024)
Junior Shareholder Administrator @ (February 2023 - April 2024)
Document and Collateral Registration Specialist (Loans Processor) @ (March 2019 - February 2023)
Technical Support Associate (AT and T) @ (August 2018 - March 2019)
Kweenie M. Education
University of the Philippines
Bachelor of Science in Business Management (Banking and Financial Support Services)
2014-2018
Kweenie M. Skills
ManTra Software
Common Reporting Standard (CRS)
Anti-Money Laundering
KYC Verification
Technical Support
Quality Control
Remote Troubleshooting
Data Entry
Fund Services
Investor Relations
Loan Origination
Document Review
Accounts Payable (AP)
Account Management
Customer Service Management
Microsoft Office
Kweenie M. Summary
Kweenie M., based in San Fernando, PH, is currently a Investment Operations Associate at BFA Global Investors. Kweenie M. brings experience from previous roles at Bolder Group and Security Bank Corporation. Kweenie M. holds a 2014 - 2018 Bachelor of Science in Business Management in Banking and Financial Support Services @ University of the Philippines. With a robust skill set that includes ManTra Software, Common Reporting Standard (CRS), Anti-Money Laundering, KYC Verification, Technical Support and more. Kweenie M. has 2 emails on RocketReach.
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