Resume

• AIA Branch Manager

• Rich expertise in the financial planning and insurance industry

• Having worked in multiple international financial companies, with over 100 client groups and managing assets worth millions

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Honors and Qualifications

• Certified Trust Practitioners (CTPM0455)

 

• Risk Management Association (RMA) member in 2022

• MDRT "Million Dollar Round Table" member in 2022 - 2024

• LUA Quality Advisor Award (QAA) Silver in 2022

• International Dragon Award (IDA) — Agent Category Award Bronze in 2022 - 2023

• International Dragon Award (IDA) — Agent Leader Award Bronze in 2022 - 2023

• GAMA — Frontline Leader Award (FLA) Gold in 2022 - 2023

• GAMA — International Management Award (IMA) Silver in 2023