Carlos Muñoz

Financial Analyst at Boopos

Carlos Muñoz is currently a Financial Analyst at Boopos. Prior to this, they were a Senior Private Banker at UnionBank of the Philippines from October 2016 to January 2021. Carlos was part of the founding team that pioneered Union Bank’s Private Banking department as the youngest member. At UnionBank, Carlos was responsible for managing billions of Philippine pesos for portfolios of ultra-high-net-worth individual clients, corporate entities and retirement funds with Trust, Treasury, FinTech and Retail investment products and services. Carlos accounted for 58.77% of department target, achieving 1,500.00% of individual target in 2020. In 2019, they achieved over 500% of personal target.

Before working at UnionBank, Carlos was an intern at EY in the Financial Services department from May to July 2015. Prior to that, they were a national athlete on the Philippine National Baseball Team.

Carlos Muñoz reports to Teresa Burgos Laso, CFO.

Links

Timeline

  • Financial Analyst

    Current role