David Jamandre

About me

David is a Financial Advisor & Wealth Specialist

Robert Kiyosaki wrote in Rich Dad Poor Dad that managing money isn't taught enough in school, yet everyone needs to know it. If you're struggling with your finances, I can help through data-backed financial planning, risk management and investments. I specialize in closing protection gaps and positioning equity funds across global markets.

View resume(opens in a new tab)

My skills

I'm always adding more. From financial planning to front-end development, I enjoy building tools and experiences that make a real difference for the people I work with.

  • Finance & advisory

    • Financial Planning
    • Negotiation

  • Communication

    • Public Speaking
    • Pitching

  • Product & delivery

    • Project Management
    • Documentation
    • Data Analytics

  • Tools

    • MongoDB
    • Figma

My experience

  • Financial Advisor

    Manulife Philippines

    Jan 2025 – Present
    • Assured clients with over ₱15-million worth of protection and health solutions.
    • Specialized in closing protection gaps and positioning equity funds across global markets through data-backed financial advising.

  • UITF Wealth Specialist

    Manulife Investment and Trust Corporation

    Dec 2025 – Present
    • Provided investment advice to middle-net to HNW clients based on investment horizon, risk appetite, liquidity, and primary goals.

  • Executive Assistant

    Altos Empyreal Branch Agency

    Jun 2024 – Nov 2024
    • Streamlined agency reporting by automating monthly, quarterly, and annual sales tracking with error-free Excel sheets and designing performance presentations in Canva for branch and monthly huddles.

  • Block President

    NU-M CCITSC - House of Representatives

    Aug 2024 – Feb 2026
    • Led a team of three class officers and managed block sections by cascading class announcements, groupings, and institutional events.
    • Volunteered with SC President on suggested revisions for the CCIT-SC Constitution, mainly around the House of Representatives.

  • Public Relations Officer (PRO)

    San Beda Debate Circle - SHSM

    Aug 2023 – Jun 2024
    • Produced publication materials for social media outreach, member recruitment, and commemorative events.
    • I also hosted extemporaneous speaking events, and paneled on debate workshops.

Let's connect

Planning your finances, looking for a collaborator or inviting a speaker? Send a message and I'll get back to you.

Or email me directly

carlosdavidjamandre@gmail.com