Resume

• AIA District Director

• Founder of “WP District”

• Graduated from University of British Columbia in Canada, majoring in Finance

• Rich expertise in the banking industry, with over 20 years of extensive experience

• Former Assistant Vice President at Citibank (Hong Kong)

• Former Vice President of Hang Seng Bank (Hong Kong) Superior Financial Planning

• Former Client Investment Advisor at Bank Julius Baer (Switzerland)

• Rich expertise in the insurance industry since 2008, with over 15 years of extensive experience

• Appointed as District Director in 2014

 

Honors and Qualifications

• Financial Risk Manager® (FRM)

• Chartered Financial Analyst® (CFA)

• Certificated Financial Planner® (CFP)

 

• GAMA — Frontline Leader Award (FLA)

• GAMA — International Management Award (IMA)

• GAMA — Best Growth Award (LIMRA - BGA)