Premier Senior District Director

Resume

• AIA Premier Senior District Director

• Founder of “Round Table Family”, overseeing 16 Districts

• Founder and Vice Chairman of WRise Wealth Management Family Office

• “Olympia Family” — Convenor

• University of Sunderland — Master of Business Administration (MBA)

• First - ever insurance elite to receive Forbes Global Alliance — Platinum Membership

• Led “The Round Table District” to win "Super Grand District of the Year" seven times

 

• Rich expertise in the insurance industry since 1997, with over 25 years of extensive experience

• Appointed as the youngest - ever AIA (Asia) District Director in 2006

• Founded “The Round Table District” in 2006

• Appointed as the youngest - ever AIA (Asia) Senior District Director in 2011

• Founded “The Round Table Family” in 2011

• Nurtured 6 District Directors by 2016, achieving a First Year Commission (FYC) of 100 million 

• Nurtured 2 more District Directors by 2018, approaching a First Year Commission (FYC) of 200 million

• Appointed as the youngest - ever AIA (Asia) Premier Senior District Director in 2020

• “The Round Table Family” nurtured 10 District Directors by 2020

• Honored with the "Outstanding Young Entrepreneur Award" in 2021

• “The Round Table Family” nurtured 14 District Directors by 2023

• "iMoney" Family Office section — Columnist in 2021, 2022

• “The Round Table Family” nurtured 16 District Directors by 2024

 

Honors and Qualifications

• Registered Financial Planner (RFP)

• Certificate in Financial Consulting (CFC)

 

• Multiple times MDRT "Million Dollar Round Table" member

• MDRT "Million Dollar Round Table" — Top of the Table (TOT)

• MDRT "Million Dollar Round Table" — Court of the Table (COT)

• GAMA — Master Agency Award (MAA) since 2010