Jeff C. Email & Phone Number

Singapore

Singapore

As an established financial advisor, I bring a wealth of expertise in various aspects of financial planning. With a proven track record of delivering gratifying results and guiding clients toward financial success, I am dedicated to helping individuals and families navigate complex financial landscapes and achieve their long-term goals.Investment Planning:With a deep understanding of market dynamics and investment vehicles, I develop tailored investment strategies that align with client's risk tolerance and financial objectives. I analyze market trends, conduct thorough research, and provide personalized recommendations to optimize investment portfolios. By constantly monitoring performance and adjusting strategies as needed, I strive to maximize returns and mitigate risks, ensuring my clients' financial growth and stability.Risk Management (Insurance):Recognizing the importance of protecting assets and safeguarding financial well-being, I specialize in risk management solutions through comprehensive insurance planning. By conducting comprehensive risk assessments, I identify potential vulnerabilities and offer customized insurance plans to mitigate various risks such as life, health, disability, and long-term care. I work closely with clients to assess their unique needs, design tailored coverage plans, and ensure they have the right protection in place for any unexpected events.Estate Planning:Preserving and transferring wealth efficiently is a vital aspect of financial planning, and I excel in guiding clients through the complexities of estate planning. I help individuals create personalized strategies to manage their assets, minimize estate taxes, and ensure the smooth transfer of wealth to intended beneficiaries. With an in-depth knowledge of legal and financial instruments such as wills, trusts, and power of attorney, I develop comprehensive estate plans that align with clients' wishes while providing peace of mind for their loved ones.

Singapore

Apac

I'm part of the team that drives the Subscription and Training business in the APAC. Econsultancy’s mission is to help its customers achieve excellence in digital business, marketing and ecommerce through research, training and events. Founded in 1999, Econsultancy has offices in London, New York and Singapore. Our blog is read by over 600,000 professionals around the globe each month, with 300,000 subscribers having additional access to research, market data, best practice guides, case studies and elearning – all focused on helping individuals and enterprises get better at digital. The subscription is supported by digital transformation services including digital capability programs, training courses, skills assessments and audits. We train and develop thousands of professionals each year as well as running events and networking that bring the Econsultancy community together around the world.Subscribe to Econsultancy today to accelerate your journey to digital excellence.

- In charge of coordinating Bangkok and Singapore Customer Experience (CX) South-East Asia Roundtable Series, held in collaboration with IBM Marketing Cloud.- Provide top-notch support to Events and Operations Manager in all aspects of planning, execution, and post-event follow up.- Conduct market research on APAC digital marketing landscape, competitor analysis in APAC region and brainstorm on recommendations for new market entry strategy. - Analyse the effectiveness and providing recommendations to Econsultancy email marketing approach in building a customer engagement program that maps to the customers preferences.- Data-mining for delegate prospects.- Engage in tele-marketing to expand invitation reach of delegates who are of senior client side marketers from major firms.