Managed thousands of financial portfolios across sectors ranging from individuals just starting out, independent individuals, families, expats, business owners, to affluent and high net worth clients. Developed trainings and systems for hundreds of talents across consultants to directors in the insurance sector, including overseas teams.

• Development of hundreds of talk and training materials.• Case conceptualizations in group supervision sessions.• Special focus on detecting potential crisis situations.• Managed a 24 hour crisis hotline. • Analysed needs of client and made appropriate referrals.• Actively managed external affiliates on consulting services.• Communicated effectively with diverse populations through the management of product portals and email accounts for Singapore, Australia, Philippines, and New Zealand. • Designed creative activities and games to engage individuals in having a deeper understanding of mental health issues and support that is available during roadshows.• Key member in the implementation of a quality assurance process regarding learning and development products. • Writing articles on mental health topics for monthly publications • Managed accounts with corporate partners in renewing contracts.• Managed regional and local specialized reporting for VIP clients under the Global Relationship Management Team. • Educated individuals as a Wellness Coach at a client’s corporate Wellness event.

• Wechsler Intelligence Scale for Children (WISC)