Carlo

Teacher
Male35 y/oEnglish Teacher/Teacher/ConsultantLive in United StatesNationality United States
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Work experience

  • Life Coach

    The Work Vibe, LLC, Global
    2020.12-Current(5 years)
    · Health and Wellness speaker for a medical technology company, providing management training sessions and workshops · Hosted 9 private retreats for corporate professionals globally, groups ranging from 1-15 pax per trip · Writer for a Personal Growth Practice newsletter · Private 1-1 coach to a book of 50+ clients
  • English Teacher

    Korea Poly School
    2020.02-2021.02(a year)
    · English teacher for two age groups of students (8 and 13 years old) · Worked 45-50 hours weekly (9 am-6 pm MWF; 9 am-6:45 pm TTH) · Curriculum of subjects focused on enhancing reading, writing, listening, and speaking skills · Additional responsibilities included grading exams, writing comments and feedback for parents, preparing class lessons and materials, and assisting with holiday activities
  • Senior Associate Consultant

    PricewaterhouseCoopers (PwC)
    2016.07-2020.01(4 years)
    · Project lead for 6 of 12 total client engagements spanning across Fintech, Banks and Technology · 1-5 internal resources managed per engagement led · Managed a complex IT engagement for a top global bank with ~$150Bn in total assets, leading to a ~$3MM implementation phase for the firm · Part of a small $200K strategy team that built a business plan for a global payments processor with ~$70Bn in total assets, determining the competitive landscape and revenue drivers for a blockchain-enabled product · Managed a $300K payments assessment for a private investment company with ~$105Bn in AUM · Assisted in leading a ~$500K payments assessment for a fortune 100 technology company · Assisted as a payments subject advisor for a cryptocurrency startup company
  • Associate Consultant

    PricewaterhouseCoopers (PwC)
    2013.11-2016.06(3 years)
    · 6 total client engagements spanning across tier 1-4 Banks · Part of a $400K strategy team that built a business plan for a domestic bank with ~$90Bn in total assets, determining the options for the bank to self-clear their payment wire operations · Assisted in a ~$4MM, multi-phased assessment for a global investment bank with ~$1.5 Tn in total assets, assessing risks and controls for each product within the bank
  • Financial Consultant

    AXA ADVISORS, LLC
    2012.02-2013.10(2 years)
    · Managed over $500,000 in assets under management, gathered within a short time period · Developed alternative strategies to build clientele (e.g., professional networking group, cold calls, business walk-ins, referral-based leads) · Relevant licenses: Series 7, Series 66, Life and Health insurance
  • Analyst (Part-Time)

    SCOPE VENTURES, LLC
    2012.01-2013.10(2 years)
    Venture Advisory Firm focused on Small and Medium-sized Businesses · Worked directly with the CEO and assisted with market research and financial analysis on small and medium-sized businesses (from startup to $5mm in annual revenue) · Assisted with business development activities, including attending events and networking with entrepreneurs

Educational experience

  • ​​​​​​​​​​​​​​RUTGERS University

    Finance
    2007.09-2011.05(4 years)
    Bachelors Degree in Finance

Languages

Tagalog
Proficient
Spanish
Normal
English
Native

Certificates

TQUK Level 5 Certificate in Teaching English as a Foreign Language (RQF)
2019.11
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