Duncan Tsen (Financial Consultant And Strategist)
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Duncan Tsen (Financial Consultant And Strategist) Email & Phone Number

I specialize in helping business owners, high flying executives and retirees to grow their net worth safely and sustainably. at Whitman Independent Advisors
Location: Subang Jaya, Selangor, Malaysia 7 work roles 2 schools
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Role
I specialize in helping business owners, high flying executives and retirees to grow their net worth safely and sustainably.
Location
Subang Jaya, Selangor, Malaysia
Company size

Who is Duncan Tsen (Financial Consultant And Strategist)? Overview

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Duncan Tsen (Financial Consultant And Strategist) is listed as I specialize in helping business owners, high flying executives and retirees to grow their net worth safely and sustainably. at Whitman Independent Advisors, a with 31 employees, based in Subang Jaya, Selangor, Malaysia. AeroLeads shows a matched LinkedIn profile for Duncan Tsen (Financial Consultant And Strategist).

Duncan Tsen (Financial Consultant And Strategist) previously worked as Holistic Investment Planner and Practice Manager at Whitman Independent Advisors and Financial Services Associate at Whitman Independent Advisors. Duncan Tsen (Financial Consultant And Strategist) holds Bachelor Of Science (Hons), Computer Software Engineering from Taylor'S University.

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Email format at Whitman Independent Advisors

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Whitman Independent Advisors

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About Duncan Tsen (Financial Consultant And Strategist)

Dedicated to delivering Holistic Wealth Management using the proprietary system developed by Whitman Independent Advisors.

Listed skills include Leadership, Microsoft Office, Teamwork, Management, and 11 others.

Current workplace

Duncan Tsen (Financial Consultant And Strategist)'s current company

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Whitman Independent Advisors
Whitman Independent Advisors
I specialize in helping business owners, high flying executives and retirees to grow their net worth safely and sustainably.
petaling jaya, selangor, malaysia
Website
Employees
31
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7 roles

Duncan Tsen (Financial Consultant And Strategist) work experience

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Holistic Investment Planner And Practice Manager

Current

Malaysia

- Manage a multi-million dollar portfolio - Consult and create investment portfolios for business owners and retirees that’s designed to grow with high certainty - Consult and design a holistic wealth management plan for high profile clients

Nov 2022 - Present

Corporate And Wedding Emcee

Current

Malaysia

- Hosted a multitude of corporate events, concerts, conferences, weddings, game shows and other events. - Designed, developed, and hosted 90-minute webinar content- Conducted weekly FB Live with various topics - Acted as a video talent for sales videos and advertisements. Notable Achievements - Hosted events for MNCs such as Samsung, Hong Leong Bank, Yamaha, and Isuzu.- Won multiple awards for Best Corporate and Wedding Emcee Performance.

Feb 2016 - Present

Sales And Marketing Strategist

Icelone Production

• Consulted, developed, and delivered branding and marketing strategies for various brands. • Copywriter, content writer, and scriptwriter for various productions. • Conceptualized and executed highly interactive and engaging productions for MNCs, shopping complexes, marketing agencies, and various franchisesNotable Achievements• Conceptualized and executed ad campaign for one of the biggest telecommunications company in Malaysia which is placed in social media, YouTube, and major stores. • Developed Christmas show production for 2 of the largest shopping malls in Malaysia• Delivered branding and marketing roadmap for various brands.

Apr 2019 - Aug 2020

Business Development Strategist

Icelone Production

• Identified growth opportunities and developed new service offerings for the business. • Designed and presented new service offering proposals. • Reached out and acquired production opportunities from multiple industries. • Built and maintained friendly relationships with partners and clients. • Project manager in various projects. Strategized, allocated resources & managed communications with client and project team.Notable Achievements• Negotiated and closed nearly 6 figures in sales from various industries. • Developed new product offerings in response to market changes and pivot quickly to bring in additional revenue.

Apr 2019 - Apr 2020

Founder

Feedon

- Successfully ran various fund raising projects for orphanages and low-income families- Started a platform to connect businesses with excess food to those in need.- Designed all operational processes, marketing- Liaised with businesses to procure excess food.

Jun 2015 - May 2016
Team & coworkers

Colleagues at Whitman Independent Advisors

Other employees you can reach at whitman.com.my. View company contacts for 31 employees →

2 education records

Duncan Tsen (Financial Consultant And Strategist) education

Bachelor Of Science (Hons), Computer Software Engineering

- Scholar Ambassador - Taylor's Merit Tier 1 Scholarship Holder - Malaysian Ambassador to Junior World Entrepreneurship Forum - Marketing.

Diploma In Automotive Engineering, Automotive Engineering Technology

Riam Institute Of Technology

Led 3 blood donation campaigns and organized Orientation Week for new students

FAQ

Frequently asked questions about Duncan Tsen (Financial Consultant And Strategist)

Quick answers generated from the profile data available on this page.

What company does Duncan Tsen (Financial Consultant And Strategist) work for?

Duncan Tsen (Financial Consultant And Strategist) works for Whitman Independent Advisors.

What is Duncan Tsen (Financial Consultant And Strategist)'s role at Whitman Independent Advisors?

Duncan Tsen (Financial Consultant And Strategist) is listed as I specialize in helping business owners, high flying executives and retirees to grow their net worth safely and sustainably. at Whitman Independent Advisors.

Where is Duncan Tsen (Financial Consultant And Strategist) based?

Duncan Tsen (Financial Consultant And Strategist) is based in Subang Jaya, Selangor, Malaysia while working with Whitman Independent Advisors.

What companies has Duncan Tsen (Financial Consultant And Strategist) worked for?

Duncan Tsen (Financial Consultant And Strategist) has worked for Whitman Independent Advisors, Emcee, Upg Wealth Advisory, Icelone Production, and Feedon.

Who are Duncan Tsen (Financial Consultant And Strategist)'s colleagues at Whitman Independent Advisors?

Duncan Tsen (Financial Consultant And Strategist)'s colleagues at Whitman Independent Advisors include Jane Lai, Low Man Chuan, Melvin, Adam Woo, Szu Li Lim, and Darren Yap.

How can I contact Duncan Tsen (Financial Consultant And Strategist)?

You can use AeroLeads to view verified contact signals for Duncan Tsen (Financial Consultant And Strategist) at Whitman Independent Advisors, including work email, phone, and LinkedIn data when available.

What schools did Duncan Tsen (Financial Consultant And Strategist) attend?

Duncan Tsen (Financial Consultant And Strategist) holds Bachelor Of Science (Hons), Computer Software Engineering from Taylor'S University.

What skills is Duncan Tsen (Financial Consultant And Strategist) known for?

Duncan Tsen (Financial Consultant And Strategist) is listed with skills including Leadership, Microsoft Office, Teamwork, Management, Project Management, Entrepreneurship, Powerpoint, and Research.

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