A joy shared is a joy made double - John RayI believe that happiness lies in good planning and I have made it my personal mission to provide the best service to people that I come in touch with. To me, trust is a very important part of my relationship with my clients.I embarked on this journey in pursuit of a purposeful role that can impact lives beyond financial advisory. I was previously a client under finexis and seeing how they provide highly personalized advice catered to the client made me highly confident that I will last long and grow with them.I specialize in managing private wealth for families, focusing on growing and protecting their assets for future generations. It's more than just investment management—it's about creating a tailored strategy that aligns with the family's long-term goals, values, and legacy, ensuring smooth transitions through generations.I also help professionals and businesses create a multi-asset portfolio, navigating investment choices across asset classes, including active, passive, traditional, and alternative investments.Engineer your life the way you want it
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RotarianRotary Club Of Suntec City, SingaporeSingapore
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Growth PartnerFinexis Advisory Pte Ltd Jan 2022 - PresentSingapore- MTFA: More Than Financial Advisory, a more holistic approach to planning- Access to solutions across local and international insurer platforms- Bespoke and Customer focused needs-based planning with long term relationship building.- Key connector for professionals and headhunters -
Director & Honorary General SecretaryRaffles Hall Alumni Association Aug 2018 - PresentDirector of Events (Volunteering) and representative to NUSCares Movement
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Wet Process And Equipment EngineerMicron Technology Jun 2018 - Oct 2021Singapore- Spearheading process optimization and equipment improvements to increase product yield and meet TTMCY, Cycle Time and Quality targets.- Skilled in Smart Manufacturing 4.0 applications, Shift Left Methodology and lean manufacturing concepts.- Contributor to 5 technical papers for Front-End Manufacturing Technical Learning Seminar.- Big data analyst for yield and tool parameters -
UndergraduateNational University Of Singapore Aug 2014 - Jun 2018SingaporeBachelors with Honors in Mechanical Engineering -
ProducerRaffles Hall Musical Production Oct 2017 - Apr 2018Singapore- Coordinator of a 220 member strong crew, the largest curricular group in Raffles Hall.- Student lead full scale musical with original script, music and props and Recipient for Merit Award for community engagement at NUS Student Life Awards 2019.- Branding and Marketing coordinator. Pivotal in fund sourcing, procurement and logistics operations. Securing up to $22,000 funding.- Lead team to stage a musical at Dramabox @ The National Library, first venture out of campus.
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Manufacturing Technology InternDupont Jul 2016 - Jan 2018Singapore- Final Year Project to improve yield of mechanical press with improved pressing operations yield by up to 5%.- Mapping of utility pipelines and extraction of data from plant process.- Aid in increasing the efficiency of manufacturing technology processes and guide creation on Geometric Dimensioning and Tolerance for new engineers.- Initiated Du Pont & NUS 3D printing labs collaboration. -
Jcrc PresidentNus Raffles Hall May 2016 - Oct 2017Singapore- Spearhead the direction of hall life and activities of the largest hall in NUS.- Plan the budget of 50 distinct sports, culture and committee groups.- University management, club presidents & alumnus network ambassador.- Initiate and improve on-campus living experience. -
Events And Outreach InternSingapore Disability Sports Council (Sdsc) Jun 2017 - Aug 2017Singapore- Liaison for Meet Managers and vendors for logistics and infrastructure for National level sports events.- Assist Sports Officers in their events and provide advice to improve the Volunteer Management System.- Empowerment of our athletes through planning. -
Vice Project Director RagNational University Of Singapore Students' Union (Nussu) Dec 2016 - Aug 2017Singapore- Vice lead for event logistics planning, crowd control catering for 5000 people including MPs & university senior leadership,- Mentor for Logistics and Programmes Directors. Liaison with Faculties and Halls. -
Director Of Logistics RagNational University Of Singapore Students' Union (Nussu) Dec 2015 - Aug 2016SingaporeMovement planning lead, liaison and logistical support
Leonard Tan Education Details
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Honours -
Science
Frequently Asked Questions about Leonard Tan
What company does Leonard Tan work for?
Leonard Tan works for Rotary Club Of Suntec City, Singapore
What is Leonard Tan's role at the current company?
Leonard Tan's current role is Rotarian.
What schools did Leonard Tan attend?
Leonard Tan attended National University Of Singapore, Nanyang Junior College.
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Leonard Tan
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Leonard Tan
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