April lee tan biography of abraham
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This offers access to expert opinion and comprehensive research to help the investor take advantage of stock market opportunities, real-time market information, and superior tools and functionalities. Her leadership in this capacity significantly bolstered the profile of the CFA designation in the Philippines, promoting ethical practices and professional development among finance professionals.
Education and Achievements
April earned her Bachelor of Science degree in Management Engineering from the prestigious Ateneo de Manila University, a top-tier institution in the Philippines known for producing graduates who excel in various fields, including business and finance.
COL Financial is a Filipino-owned domestic corporation incorporated with the Securities and Exchange Commission on August 16, 1999, which commenced commercial operations on January 1, 2001.
COL prides itself in making investing in the stock market for everyone by sharing knowledge and market expertise through its user-friendly online trading platform.
CFA Society Philippines is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA® charterholders and CFA® Program candidates locally since 1997.
CFA Society Philippines’ vision is to be a recognized institution in the finance industry with members who are known for their integrity and professional excellence.
With her steadfast commitment to excellence and her analytical capabilities, she plays a crucial role in enhancing the financial literacy of investors in the Philippines. Under her stewardship, the organization expanded its outreach, improved networking opportunities for finance professionals, and established programs for ethical investment practices.
Her efforts have not gone unnoticed, as April is recognized not only for her leadership capabilities but also for her expertise in research methodologies that support investment decision-making.
As of November 2016, COL has a market capitalization of almost ₱7.8 billion.
In 2012 and 2013, COL Financial was awarded by the Philippine Stock Exchange with the PSE Bell Awards for Corporate Governance.
In 2015, COL Financial launched COL Fund Source, which allows clients to purchase mutual funds online.
COL Financial has a Hong Kong subsidiary, COL Securities (HK) Limited.
About CFA Society Philippines
CFA Society Philippines promotes the highest ethical standards and professional excellence within the local investment community.
Before assuming the post of President, she also served as the association’s Secretary and has been the Director of the Investment Research Challenge Committee since 2008.
Tan has been involved in equity research since 1996 when she joined the research team of COL Financial Group, Inc. She is a Certified Securities Representative and in 2000, earned the right to use the Chartered Financial Analyst designation.
Tan regularly teaches finance courses for the Philippine Stock Exchange and the Securities and Exchange Commission and appears in local business programs as a resource person for stock market matters.
Tan holds a Bachelor of Science Degree in Management Engineering from the Ateneo de Manila University.
About COL Financial Group, Inc.
COL Financial Group, Inc.
(formerly CitisecOnline.com, Inc.) is the leading online stock broker in the Philippines with over 200,000 clients and Php 62 billion in customer assets established in 1999. It is the number one stockbroker in the Philippines in terms of number of executed transactions. COL Financial caters to novice and sophisticated equity investors alike.
This leadership role demonstrated April's passion for mentorship and education within the financial community, as she facilitated training sessions and resources that enhanced the knowledge base of her peers.
Achievements
Throughout her career, April Lee-Tan has amassed numerous accolades and successfully contributed to the advancement of financial practices in her region.
Prior to this, April held the esteemed position of the Philippine Society President at the CFA Institute, where she advocated for the highest standards in investment management and financial analysis.
Professional Background
April Lee-Tan is an accomplished professional with a robust background in financial research and investment management.
She has become a trusted voice in financial circles, utilizing her knowledge to educate others and drive positive change within the industry.
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Throughout her education, April developed a keen interest in market dynamics and investment strategies, which propelled her onto a successful career path.Her dedication to continuous professional growth is evident in her commitment to the CFA Institute, where she worked diligently to promote local investment professionals' competencies and skills.
Her academic background laid a strong foundation in quantitative analysis and strategic decision-making, which are vital skills in the finance sector. Its mission is to lead in improving the quality and standards of the financial profession by offering educational programs, creating awareness of the significance of the CFA designation among various constituent groups, being an advocate on behalf of industry issues, and encouraging ethical behavior for the ultimate benefit of the Philippine society.
April Lynn C. Lee-Tan, CFA is Vice President at COL Financial Group, Inc. and has been Head of Research since 2003.
Tan served as president of CFA Society Philippines from 2009 to 2016. Not only has she made significant strides in her role at COL Financial, but her presidency at the CFA Institute also positioned her as a thought leader in the finance industry.
Currently serving as the Head of Research at COL Financial, April leads a team that focuses on providing comprehensive research services to support investment decisions.