个人简介

微信WeChat ID: directins
十多年金融经验,熟悉 保险 ,银行,投资业务。
为人诚信,负责,擅长风险管理。
在线即时报价省钱从未如此简单。

   Experience    


  • Associate Broker

    BrokerTeam INSURANCE SOLUTIONS INC
     – Present (2 years 1 month) Toronto, Canada Area
    Property and Casualty Insurance
  • Agent

    Allstate Canada
     –  (2 years 5 months) Toronto, Canada Area
    Property and Casualty Insurance
  • Vice President

    Hang Seng Bank
     –  (2 years 2 months) Hong Kong
    Private Banking
  • Relationship Manager

    ABN AMRO Bank NV
     –  (3 years) Hong Kong
    Van Gogh Preferred Banking Centre, Central, Consumer Clients

     Education     

  • The University of Hong Kong

    Advanced Professional Diploma, Financial Planning and Services
     – 
    CFP
  • RMIT University

    Bachelor's Degree, Business, Management, Marketing, and Related Support Services
     – 

     Languages     



    Cantonese, Mandarin, English