Arlyn Tan Email and Phone Number
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Arlyn Tan personal email
I strategically help individuals & family businesses design & implement resilient financial plans. Through my affiliations, I am able to help clients manage their risks while growing their businesses and assets. My mission lies in making sure that they achieve 3 things. First, they reach their milestones on time with sufficient resources. Second, they protect them from the impact of economic losses secondary to unexpected events. The third and most important is that they enjoy meaningful and balanced lives.
Sun Life Financial
View- Website:
- sunlife.com
- Employees:
- 25240
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Senior Risk, Health And Wealth Management SpecialistSun Life FinancialValenzuela, Ncr, Ph
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Senior Risk, Health & Wealth Management SpecialistSun Life Financial Jun 2003 - PresentPhilippinesAlthough I have been evolving as a financial advisor, my core functions include the following : 1) I help my clients appreciate the concept of outsourcing risk management through life and health insurance. 2) I educate businesses and families on the value of planning to make sure that they have the financial resources when they reach their expected lifestage.3) I work with partners and experts to provide end to end service to clients who have complex problems like business family sustainability & intergenerational wealth transfers. -
Unit Manager - Pinnacle Unit / Green Fir Nbo Sun Life Financial PhilippinesSun Life Financial Services Oct 2010 - Oct 2022Manila, Baguio,TuguegaraoMy 2 major responsibilities under this hat. 1) I develop talents to become professional financial advisors. I envision having a solid group of Philippine based Million Dollar Round Table advisors and leaders who have the capabilities of providing world class advisory services.2) I am constantly looking for individuals whose hearts are focused on making a difference in other people's lives. I believe that there is a big job out there to educate and engage individuals to have a financial plan in place. It is by educating that people are able to make bright choices in terms of life plans and money matters.
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Mutual Fund RepresentativeSun Life Jun 2003 - Sep 2020PhilippinesThrough the mutual fund product of Sun Life Philippines, I am able to address the retirement and investment requirements of individuals and organizations. I develop financial literacy programs for companies so that the employees and top management can participate on the monthly investment program and eventually achieve comfortable retirement. I also help organizations have access to alternative investments apart from bank products. This allows them to enjoy diversification, beat inflation, and increase source of funding for their projects.
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Co-FounderIvant Technologies And Business Solutions, Inc. Jun 2005 - PresentUnit 2009 Prestige Tower. F. Ortigas Jr. Road, Ortigas, PasigBuilding Ivant as an enabler of growth of clients by providing clients in the manufacturing, distribution, service and retail industries web and mobile solutions.
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Independent Wealth ConsultantAtram Group Sep 2020 - Nov 2023Manila, National Capital Region, PhilippinesWith this new partnership, I can assist my clients have access to discretionary wealth management services. As a financial advisor, this allows me to provide investors, families and organizations another platform to achieve their financial targets, based on the interplay of goals, circumstances and risk profiles.
Arlyn Tan Skills
Arlyn Tan Education Details
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Master In Enterpreneurship -
Business Management -
Physical Therapy -
Maryknoll , Baguio
Frequently Asked Questions about Arlyn Tan
What company does Arlyn Tan work for?
Arlyn Tan works for Sun Life Financial
What is Arlyn Tan's role at the current company?
Arlyn Tan's current role is Senior Risk, Health and Wealth Management Specialist.
What is Arlyn Tan's email address?
Arlyn Tan's email address is ar****@****ant.com
What schools did Arlyn Tan attend?
Arlyn Tan attended Asian Institute Of Management, De La Salle University, University Of Santo Tomas, Maryknoll , Baguio.
What skills is Arlyn Tan known for?
Arlyn Tan has skills like Leadership, Estate Planning, Financial Advisory, Alternative Investments, Financial Planners, Client Relations, Business Relationship Management, Executive Management, Insurance, Retirement Planning, Financial Planning, Wealth Management Services.
Who are Arlyn Tan's colleagues?
Arlyn Tan's colleagues are Surya Teja, Aditi Quadras, Alisha Raote, 杨全英, Manindra Kumar, Sagar Sharma, John Kenneth Sagun.
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