1. PROFILE SUMMARY
 26 years of professional banking &work experience in local and international banks.
 Currently heads the Corporate and Institutional Portfolio Management Division of
Trust Banking Group of Metrobank, one of the largest universal banks in the country
 Various exposures and trainings in trust and investment management services,
wealth management, branch banking, transaction banking and risk management.
 Prior positions involved Trust Officer for Trust & Investment Services Division of
CTBC Bank Phils., owned by one of the largest and most stable private financial
institutions (CTBC Financial Holdings) in Taiwan and; varying degree of sales team
and relationship management duties to top key accounts.
 Excellent work ethic and great team player. Proven ability to effectively handle multi-
task levels of management responsibility and committed to achieving individual and
organization’s goals.
 Proven ability in staff supervision.
 Go-getter attitude with an ability to easily grasp new ideas, concepts, methods and
investment techniques.
PROFESSIONAL EXPERIENCE:
First Vice President & Division Head, Corporate Portfolio Management (June 16,
2014 - Present) Metropolitan Bank & Trust Company; Trust Banking Group
17th
Floor, GT Tower, Ayala Avenue, Makati City
 Oversees administration of corporate/insitutional trust and fiduciary accounts held
under management totaling over Php156 Billion (as of Dec. 2015) which include
mortgage trust, escrows, transfer, credit agencies, custodianships,and other
depository arrangements
 Manages a portfolio team composed of 3 department heads, 16 portfolio officers
handling pension funds of large local companies and multinationals belonging to the
top 1000 corporations and pre-need companies, institutional trusts and various
corporate agencies with top companies.
 Chairman, Portfolio Accounts Review Committee; Member, Operational Risk
Management Committee (OPSCOM); Investment Management Committee (INCOM)
 Current Board Member of the Trust Officers Association of the Phils. (TOAP), works
closely with Bangko Sentral ng Pilipinas-Specialist team for trust-related matters
affecting the industry.
First Vice President & Trust Officer (Feb 2011 – May 2014)
CTBC Bank (Phils) Corporation (formerly Chinatrust Phils.)
Trust & Investments Services Division
Fort Legend Towers, 31st
Street cor 3rd
Avenue, Bonifacio Global City, Taguig City
 Oversees administration of trust and fiduciary accounts held under management
LALAINE C. STA. ANA
12 Cambridge St. Hillsborough Village,Alabang, Muntinlupa City, 1770
Office: 857-5605 / Home: 809-0941 /Mobile: 0917-8374188
Email Address (office) : lalaine.staana@metrobank.com.ph
Email Address (personal): lalainestaana8@yahoo.com

2. CV of L. Sta. Ana, page.. 2
totaling over P7 Billion;
 Developed and launched investment products for high-net worth clients of wealth
management and retail banking divisions of the bank, ranging from retial and
corporate bonds to unit trusts and mutual funds.
 Achieved satisfactory ratings in internal, parent bank and external (BSP, KPMG)
audits thru strict adherence to policies and regulations.
 Member & Trust Officer, Trust Committee (TC), Management Committee
(MANCOM), Asset and Liability Committee (ALCO), Operational Risk Management
Committee (OPCOM) and FATCA task force.
 Reports directly to the President / CEO, with matrix reports to Global Wealth
Management and Retail Banking teams of CTBC Financial Holdings, Taipei, Taiwan.
 Presented periodic status reports to the Trust Committee and other reportorial items
for appropriate action and/ or notation.
 Established appropriate trust manuals, product programs, policies and procedures
consistent with bank internal policies and external regulations.
 Provided training to sales and service teams with focus on wealth management, trust
and fiduciary activities, investment management and trust operations, as well as
regulatory changes affecting trust business.
Vice President, Various Branch Head positions (July 2006-Feb 2011)
Senior Assistant Vice Presidents (June 2004- July 2006)
STANDARD CHARTERED BANK, Customer Experience Division - Consumer
Banking Group.
 Ayala Alabang Branch, Molito II Building, Madrigal Avenue, Alabang, Muntinlupa
City (2010-2011). Total Branch AUM :Php5.4Bn. Supervised sales team of
AVPs and managers, total manpower of 14. Achieved 28% growth in deposits
and off-books for 2010. Ranked #1 in Overall Branch Performance for 2010.
 Head Office Branch, 6788 Ayala Avenue, Makati City (2008-2010)
Total Branch AUM :Php9 Bn. Ranked #2 in Overall Branch Performance for
2008-09. Supervised a manpower of 25. Instrumental in revenue and income
growth of 36% over a 15-month period of the branch, through both organic
growth and acquisitions in 2008.
 Ortigas Branch, Orient Square Bldg. Ortigas Center, Pasig City (2006-2008)
Total Branch AUM: Php4.2 Bn. Ranked #1 in Overall Branch Performance for
2005-2006; Nominated amongst Best Global Branch Manager, Singapore
(2006). Promoted in rank from Senior AVP to VP in 2006.
 Quezon City Branch, West Triangle, Q.C. (2004-2006)
Total Branch AUM : Php2Bn. Ranked #2 in overall branch performance for 2004.
Key Responsibilities:
 Principally responsible for the overall performance of the branch. Consistently
achieved targets in terms of revenue generation and sales growth covering wealth
management and trust products, high-cost deposits, cash management &
bancassurance.
 Assumed full responsibility for overseeing compliance, operational control and risk
management, in consistence with bank policies and external regulations.
 Managed a sales team composed of customer relationship managers (handling high

3. CV of L. Sta. Ana, page.. 3
net -worth individuals) and business account managers (in charge of customers
under the SME segment). Tasks included development and implementation of
marketing plans and strategies to achieve business targets;
 Coordinated with wealth management teams for prospective investment/credit deals.
 Managed a group of officers in charge of frontline and backroom operations to
include customer service, tellering and cash operations, among others.
STANDARD CHARTERED BANK- Trust & Investment Services
Positions Held: Sr. Asst. Vice President & Team Leader (May 2002 – May 2004)
Asst. Vice President & Team Leader (Sept 2000 – April 2002)
 Principally responsible for team’s business development and account management
of trust accounts assigned for management valued at over Php2Bn in market value
 Tasks included development and implementation of sales initiative programs to drive
sales/ product goals.
 Consistent recipient of sales awards from Wealth Management Sellebration from
2001 to 2004.
 Managed/ motivated 5-member sales team providing exceptional customer service.
 Provided proactive client solutions through an inclusive client relationship review
process.
SOLIDBANK CORPORATION -Trust Banking, Investment Banking Group
Positions Held :Asst. Vice President & Agency Services Unit Head (April 1998 –
Sept 2000); Senior Manager, Business Development (July 1993 – Mar 1998)
 Headed the Corporate Trusts & Agency Services Team responsible for the
administration of the department's corporate agency & local custody services, which
included mortgage trusts, escrows, custodianships, transfer and credit facility
agencies, collection agencies and other depository arrangements with assets at
over Php8.5 Billion in value. (1997-2000)
 Single-handedly assume the trust division’s over all business development and sales
acquisition with only one marketing assistant from 1993 - 2000.
AB CAPITAL & INVESTMENT CORPORATION- Trusts & Investments Department
Position Held: Assistant Manager, Business Development (April 1991 – June
1993);
 Principally responsible for the generation of long-term investible funds (including
employee benefit trusts, institutional as well as individual portfolios) and solicitation
of incremental business volumes from market segments held.
 Handled large corporates and multinationals’ pension funds (e.g. A.Soriano Group,
San Miguel Group, IBM Phils, Nestle) valued at over Php1.0Bn in market value
 Provided trainings to affiliate’s bank branches (Asianbank) and various marketing
groups in making available the bank's common trust funds and other traditional trust
products and services.
BOSTON BANK OF THE PHILIPPINES - Trust & Private Banking Department.
Positions Held: Portfolio Officer , (Dec 1987 – March 1991);
Account Specialist, Private Banking Group (Sep 1983 – Dec 1987)

4. CV of L. Sta. Ana, page.. 4
 As Portfolio Officer, administered corporate accounts and employee benefit trust
funds totaling more than Php600 Million in assets. Actively marketed the peso-
denominated CTF to provide for the group's fund sourcing requirements.
 As Private Banking officer, tapped prospective high-net worth individual clients for
Private Banking Department. Major responsibilities included the preparation of
credit evaluation and financial analysis reports for prospective borrowers;
coordinated with Trust Dept. in providing and processing of loans as an investment
outlet of Trust Dept.
EDUCATION & TRAINING
TRAININGS:
 Collective Investment Schemes in the Phils, Oct 2015
 Estate Planning, Oct 2015
 Private Banking & Global Wealth Management, May 2014
 Unit Trust Funds, Private Banking, Wealth Management,, TOAP Oct. 2013
 Trust & Wealth Management Boot Camp, Wealth Briefing Asia SG, May 2013
 Wealth Management Boot Camp, Callatay & Wouters SG, Aug 2012
 FATCA and AMLA Training, CTBC Bank, Oct 2012, July 2013
 Leadership Management Boot Camp, CTBC Bank, May 2012
 Trust Compliance & Risk Management; BSP; Mar 2012
 Branch Managers One-Year Certification Program, SCB, Oct. 2010-2011
 Derivatives & Structured Deposits, SCB, March 2010
 Premium Currency Investments (dual currency deposits), SCB, June 2010
 Wealth Management Boot Camp, SCB-SG, 2009
 Cash Management Services, Bancnet, 2006-2008
 Compliance & Money Laundering Prevention 2003-2010
 Mutual Fund Investments, April 2002
 Coaching & Counseling Teams, 2007
 Security Analysis & Portfolio Management. Nov. 2004
 Asset-Backed Securities, June 1999
 Trusts & Investment Mgt. Rules & Regulations, TOAP, May 1993
 Stock market: Fundamentals & Technical Analysis. May 1992
 Sales, Negotiation & Account Management, March 1992
 Creative Problem Solving, January 1991
PROFESSIONAL LICENSES:
 Board Member, Trust Officers Association of the Philippines, 2015-2016;
And Certified Trust Practitioner
 Certified Securities Broker, SEC Registered Licensee, 2010
 Certified Fixed Income Salesman, SEC Registered Licensee, 2008
 Investment Company Representative Certification (ICRCP) SEC Licensee, 2001
 Philippine Trust Institute. Graduated with distinction: ranked 7th place in class,1987
SKILLS:
 Proficiency in all Microsoft Office applications.
 Excellent verbal and written communication skills.
 Capable in leading sales professionals team and drive sales goals.
INTERESTS: travel, visual arts, music, tennis, volleyball, events planning (product
launches, economic briefings, investment forums and client appreciation events ).