Dora Wang

Dora Wang Email and Phone Number

Regional Manager and Independent Insurance Agent @ Respon Wealth Management Corp
Canada
Dora Wang's Location
Canada, Canada
Dora Wang's Contact Details

Dora Wang personal email

About Dora Wang

With over 15 years of work experience in education, I believe that the best teacher is the one who is able to think from another party's perspective and explain complex ideas through simple explanations.With 8 years of financial services experience in Edward Jones, I believe that coaching and explaining financial concepts is as important as providing investment recommendations. With my abundant life experiences, I partner with my clients to understand what is important to them and understand the direction they're going in life. While helping my clients building their wealth, I would educate them to understand financial planning is more than just investing, which usually involves a lot of family decisions and good perspective.

Dora Wang's Current Company Details
Respon Wealth Management Corp

Respon Wealth Management Corp

View
Regional Manager and Independent Insurance Agent
Canada
Dora Wang Work Experience Details
  • Respon Wealth Management Corp
    Regional Manager And Independent Insurance Agent
    Respon Wealth Management Corp
    Canada
  • Respon Wealth Management Corp
    Regional Manager / Independent Insurance Agent
    Respon Wealth Management Corp May 2022 - Present
    Richmond, Bc
  • Edward Jone Investments
    Registered Financial Advisor
    Edward Jone Investments Jan 2019 - Aug 2022
    Vacouver, Bc, Canada
    Help my clients with their retirement planning, savings strategies, educations/disability savings plan, wealth protection strategies and estate considerations. Help my clients with the family protection: life insurance, Critical Illness, Disability Insurance with major insurance companies.
  • Edward Jones Investments
    Branch Office Administrator
    Edward Jones Investments Oct 2011 - Dec 2018
    Surrey, Bc
    Partnered with the financial advisor to help the clients to reach their financial goals, expectations, and ensures that the client is at center of branch expectations,
  • Success
    Receptionist (Volunteer)
    Success Oct 2010 - Feb 2011
    Greeted, screened, registered and set up appointments for clients and volunteersOperated ten line switchboard; forwarded calls to the appropriate personnelResponded to inquiries about organizational services offeredEnsured that the forms and handouts are kept current and readily availableDrafted / typed routine correspondence; photocopied, faxed and prepared files
  • Zhejiang University City College, Zhejiang Normal University
    English Instructor
    Zhejiang University City College, Zhejiang Normal University Jul 1992 - Jul 2010
    Taught intensive / extensive reading: Spoken English, English Writing and Reading;Supervised students’ teaching practices and social activities;Led UCLA Summer Program

Dora Wang Education Details

Frequently Asked Questions about Dora Wang

What company does Dora Wang work for?

Dora Wang works for Respon Wealth Management Corp

What is Dora Wang's role at the current company?

Dora Wang's current role is Regional Manager and Independent Insurance Agent.

What is Dora Wang's email address?

Dora Wang's email address is do****@****ail.com

What schools did Dora Wang attend?

Dora Wang attended Simon Fraser University, East China Normal University, Zhejiang Normal University.

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