RC Escudero
Portfolio Rebalancing Associate
Core Focus: Executes portfolio rebalancing and manage investment allocations
Firm & Relevant Experience:
- Joined Lindberg & Ripple in August 2025.
- Supported High Net Worth and Ultra High Net Worth client portfolios as a Private Wealth Portfolio Specialist at Wells Fargo, where he focused on investment operations, customized presentations, and policy reviews.
- Worked as a Reference Data Analyst at JPMorgan Chase, handling client account lifecycle management with a strong emphasis on compliance and data accuracy.
- Senior Assurance Associate at Ernst & Young GDS Philippines, where he oversaw audit-related bank confirmation processes and led quality checks.
Background & Personal:
- Holds a Master’s in Business Administration and is currently pursuing a Doctorate in Business Administration.
- Licensed professional teacher and holds multiple certifications in human resources, research, and operations.
- Loves watching theater plays and listening to old music, being an old soul at heart. He enjoys attending concerts of his favorite artists and has always had a deep desire to reconnect with nature.
Get in Touch
Get in Touch
RC Escudero
Portfolio Rebalancing Associate
Core Focus: Executes portfolio rebalancing and manage investment allocations
Firm & Relevant Experience:
- Joined Lindberg & Ripple in August 2025.
- Supported High Net Worth and Ultra High Net Worth client portfolios as a Private Wealth Portfolio Specialist at Wells Fargo, where he focused on investment operations, customized presentations, and policy reviews.
- Worked as a Reference Data Analyst at JPMorgan Chase, handling client account lifecycle management with a strong emphasis on compliance and data accuracy.
- Senior Assurance Associate at Ernst & Young GDS Philippines, where he oversaw audit-related bank confirmation processes and led quality checks.
Background & Personal:
- Holds a Master’s in Business Administration and is currently pursuing a Doctorate in Business Administration.
- Licensed professional teacher and holds multiple certifications in human resources, research, and operations.
- Loves watching theater plays and listening to old music, being an old soul at heart. He enjoys attending concerts of his favorite artists and has always had a deep desire to reconnect with nature.