Personal Information
Organization / Workplace
Bloomington, Indiana Area United States
Occupation
Premier Relationship Manager
Industry
Finance / Banking / Insurance
About
My specialty is Retail Banking and Wealth Management. I have six years experience with a leading global bank and I'm currently completing my MBA at Kelley School of Business.
For the past three years, I have worked as a personal financial advisor for High Net Worth Individual from 45 countries. I identified their financial needs and satisfied the needs with investment products. I feel a great sense of achievement to see how good investment suggestion change people's life for the better.
Most recently, I managed a portfolio of $ 70 M, yielding $12 M in new investments representing 180 deals in a year. I was selected by Head of Asia Pacific to attend a leadership training in Singapore.
...
Personal Information
Organization / Workplace
Bloomington, Indiana Area United States
Occupation
Premier Relationship Manager
Industry
Finance / Banking / Insurance
About
My specialty is Retail Banking and Wealth Management. I have six years experience with a leading global bank and I'm currently completing my MBA at Kelley School of Business.
For the past three years, I have worked as a personal financial advisor for High Net Worth Individual from 45 countries. I identified their financial needs and satisfied the needs with investment products. I feel a great sense of achievement to see how good investment suggestion change people's life for the better.
Most recently, I managed a portfolio of $ 70 M, yielding $12 M in new investments representing 180 deals in a year. I was selected by Head of Asia Pacific to attend a leadership training in Singapore.
...