Resume

• AIA Senior Unit Manager

• Rich expertise in the banking industry, with over 30 years of extensive management experience at CMB Wing Lung Bank, DBS Bank, Chase Manhattan Bank N.A. and First Pacific Bank

• Rich expertise in the insurance industry since 2012, with over 10 years of extensive experience

 

• Shatin “Shing Kee Volunteer Group” — Convenor

• Key participant in multiple social charity volunteer activities

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Honors and Qualifications

• Qualified Retirement Advisor® (QRA)

• Certified Financial Planner® (CFP)

• Certified Financial Quotient Instructor (CFQI)

• The Life Underwriter Training Council Fellow (LUTCF)

 

• Received The “Excalibur Award” in 1993 and invited to the New York headquarters for commendation

• MDRT "Million Dollar Round Table" member in 2015, 2020