Duncan Tsen (Financial Consultant And Strategist) Email and Phone Number
Dedicated to delivering Holistic Wealth Management using the proprietary system developed by Whitman Independent Advisors.
Whitman Independent Advisors
View- Website:
- whitman.com.my
- Employees:
- 31
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Holistic Investment Planner And Practice ManagerWhitman Independent Advisors Nov 2022 - PresentMalaysia- 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 -
Financial Services AssociateWhitman Independent Advisors Jul 2021 - Jan 2023Petaling, Selangor, Malaysia -
Corporate And Wedding EmceeEmcee Feb 2016 - PresentMalaysia- 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. -
Wealth Management AdvisorUpg Wealth Advisory Aug 2020 - Jun 2022Malaysia -
Sales And Marketing StrategistIcelone Production Apr 2019 - Aug 2020• 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.
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Business Development StrategistIcelone Production Apr 2019 - Apr 2020• 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.
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FounderFeedon Jun 2015 - May 2016- 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.
Duncan Tsen (Financial Consultant And Strategist) Skills
Duncan Tsen (Financial Consultant And Strategist) Education Details
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Computer Software Engineering -
Riam Institute Of TechnologyAutomotive Engineering Technology
Frequently Asked Questions about Duncan Tsen (Financial Consultant And Strategist)
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 the current company?
Duncan Tsen (Financial Consultant And Strategist)'s current role is I specialize in helping business owners, high flying executives and retirees to grow their net worth safely and sustainably..
What schools did Duncan Tsen (Financial Consultant And Strategist) attend?
Duncan Tsen (Financial Consultant And Strategist) attended Taylor's University, Riam Institute Of Technology.
What skills is Duncan Tsen (Financial Consultant And Strategist) known for?
Duncan Tsen (Financial Consultant And Strategist) has skills like Leadership, Microsoft Office, Teamwork, Management, Project Management, Entrepreneurship, Powerpoint, Research, Microsoft Excel, Magicians, Public Speaking, Emcee.
Who are Duncan Tsen (Financial Consultant And Strategist)'s colleagues?
Duncan Tsen (Financial Consultant And Strategist)'s colleagues are Sherm Wai Ling, Zoee, Adam Woo, Jack Tan, Rumi Yeo, Chai Lee, Weng Ban Fong, Zaidi Mohamed.
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