Lorena Velarde
Director of Finance/CFO at COL FINANCIAL GROUP, INC.
Net worth: 227 515 $ as of 2024-04-29
Profile
Lorena Espino Velarde is currently the Chief Financial Officer & Vice President at COL Financial Group, Inc. She is also a Member of the Philippine Institute of Certified Public Accountants.
In addition, she holds the position of Associated Person at CTS Global Equity Group, Inc. and Treasurer at Col Investment Management, Inc., Col Equity Index Unitized Mutual Fund, Inc., and Col Cash Management Unitized Mutual Fund, Inc. Previously, Lorena worked as a Senior Associate at SyCip Gorres Velayo & Co. She also served as the Head-Accounting Department at CTS Global Equity Group, Inc. (Broker) and Citisec Asset Management, Inc. Lorena's experience also includes being a Fund Manager at Citisec Growth & Income Fund, Inc..
Lorena completed her undergraduate degree at the University of Santo Tomas in 1991.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-04-25 | 4,500,000 ( 0.09% ) | 179 955 $ | 2024-04-29 | |
| 2024-05-06 | 4,100,000 ( 0.06% ) | 47 560 $ | 2024-04-29 |
Lorena Velarde active positions
| Companies | Position | Start |
|---|---|---|
| COL FINANCIAL GROUP, INC. | Director of Finance/CFO | 2021-05-16 |
| CTS GLOBAL EQUITY GROUP, INC. | Corporate Officer/Principal | 2008-12-31 |
| Philippine Institute of Certified Public Accountants | Corporate Officer/Principal | - |
| Col Investment Management, Inc. | Treasurer | - |
| Col Equity Index Unitized Mutual Fund, Inc. | Treasurer | - |
| Col Cash Management Unitized Mutual Fund, Inc. | Treasurer | - |
Former positions of Lorena Velarde
| Companies | Position | End |
|---|---|---|
| CTS Global Equity Group, Inc. (Broker) | Comptroller/Controller/Auditor | - |
| Citisec Growth & Income Fund, Inc. | Corporate Officer/Principal | - |
SyCip Gorres Velayo & Co.
 SyCip Gorres Velayo & Co. Miscellaneous Commercial ServicesCommercial Services SyCip Gorres Velayo & Co. provides accountancy and taxation services. The company provides assurance, tax, risk, and business advisory services to corporate clients through nine offices across the country. The company offers its services to different types of industries like chemicals, business services, communications, construction, energy, entertainment, financial services, hospitality, real estate, and technology and utilities. The company was founded in 1946 and is headquartered in Makati, Philippines. | Corporate Officer/Principal | - |
| ░░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░ | ░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░ | - |
Training of Lorena Velarde
| University of Santo Tomas | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| COL FINANCIAL GROUP, INC. | Finance |
| Private companies | 9 |
|---|---|
SyCip Gorres Velayo & Co.
SyCip Gorres Velayo & Co. Miscellaneous Commercial ServicesCommercial Services SyCip Gorres Velayo & Co. provides accountancy and taxation services. The company provides assurance, tax, risk, and business advisory services to corporate clients through nine offices across the country. The company offers its services to different types of industries like chemicals, business services, communications, construction, energy, entertainment, financial services, hospitality, real estate, and technology and utilities. The company was founded in 1946 and is headquartered in Makati, Philippines. | Commercial Services |
| CTS Global Equity Group, Inc. (Broker) | Finance |
| Philippine Institute of Certified Public Accountants | |
| Citisec Asset Management, Inc., | |
| Citisec Growth & Income Fund, Inc. | |
| CTS Global Equity Group, Inc. | |
| Col Investment Management, Inc. | |
| Col Equity Index Unitized Mutual Fund, Inc. | |
| Col Cash Management Unitized Mutual Fund, Inc. |
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