I lost nearly everything in 1998. I used what I learned from clawing my way back to help businesses avoid loss and increase profit.

The Profit Boot Camp - We help mid-size family businesses double profits in 12 months. Guaranteed.
https://www.theprofitbootcamp.com/

Other activities
Valuation Master Class - Become a valuation expert in months, not years.
Valuationmasterclass.com

My Worst Investment Ever podcast - I'm on a mission to help one million people reduce risk in their lives.
Myworstinvestmentever.com


WHAT OTHERS SAY,
"Andrew helped me optimize my company's exit value by at least 25%. And he did this over two months and only worked part-time on my project."

"Andrew is so practical, real, experienced, and remarkably intelligent about financial and business matters. He communicates effectively through relevant stories and clear explanations."

"I gained knowledge about how we can drive value in our business and the elements that make our company Financially World Class."

"Dr. Stotz helped me see that finance indeed is for everyone, and it can be applied to real life."

"Dr. Stotz taught me that teamwork between each department in my company is a must to create profitable growth."

"Finance Made Ridiculously Simple, is the most powerful finance training for non-finance people that I have ever attended."

Contact me when you are ready to double the profit of your business.
Contact me at andrew@astotz.com to see how you can benefit from what we do.

Andrew Stotz

Bellamara

Managing Partner

Yorkville Capital and Investment Corporation

Financial Services Consultant

Bank of the Philippine Islands (BPI)

Senior Middle Office Manager, Investments Distribution

Senior Fixed Income Salesperson, Investments Distribution

Senior Corporate Finance Associate, BPI Capital Corporation

Head of Capital Management, BPI Capital Corporation

Senior Proprietary Investments Manager, BPI Capital Corporation

Chief Dealer & Treasurer, BPI Forex Corporation

Senior Portfolio Manager, Asset Management & Trust

Senior Equity Fund Manager, Asset Management & Trust

Head of Branches Treasury Support, Consumer Banking

Foreign Exchange Dealer, BPI Forex Corporation

Trainee, Bank Officers Development Program

University of Perpetual Help System DALTA

Lecturer, Graduate School (Master of Business Administration)

Far East Bank & Trust Company

Liquidity and Reserves Analyst, Treasury Group, Liquidity Management Department

LandBank of the Philippines

Government Securities & Liquidity Trader, Treasury Dealing

Philippine National Bank

New Accounts Specialist, Buendia Branch

United Coconut Planters Bank (UCPB)

Summer Intern, Student Training Program

🌱 Sustainable Finance & ESG  🌱

As a seasoned banking professional, I'm on a mission to harness my extensive experience and expertise for the greater good. My focus now? The exciting world of sustainability, ESG (Environmental, Social, and Governance), and investor relations.

👨‍💼 About Me

With over two decades in the banking industry, I've honed my skills across various domains, including treasury, foreign exchange dealing, fixed income sales, liquidity management, fund and portfolio management, corporate finance, and project management.

🏆 Key Accomplishments

📜 Certified in ESG Investing: Awarded the Certificate in ESG Investing from the CFA Institute.

📜 ESG Specialization: Earned the Certificate of Specialization in ESG from the Corporation Finance Institute (CFI®)

📜 Valuation Mastery: Completed all 5 Professional Modules of the A. Stotz Valuation Master Class.

📜 CFA Level I: Successfully passed Level I of the Chartered Financial Analyst (CFA®) Program.

📜 Treasury Professional: Certified in money market and foreign exchange by the Ateneo-Bankers Association of the Philippines Institute of Banking.

📜 Fixed Income Expertise: Licensed fixed income market salesperson by the Philippine Securities Exchange Commission.

📜 RFP Graduate: A proud graduate member of the Registered Financial Planner (RFP®) Philippines Program.

🚀 My Purpose

I'm committed to driving sustainability and responsible financial practices. The integration of ESG principles in finance is not just a trend; it's a vital step towards a better, more equitable world. I'm excited to contribute to this transition and collaborate with like-minded professionals.

🤝 Let's Connect

I'm always open to new connections, opportunities, and meaningful collaborations. Whether you share my passion for sustainable finance or simply want to connect and exchange ideas, feel free to reach out. Let's be part of the solution and make finance a force for good!

Aldrin  Navarro

taplio

The Battle

Andrew Stotz

Aldrin Navarro

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?