•Analyse client’s financial needs and solve their problems•Manage a portfolio of 350 clients•Acquire new businesses worth $500K-$1M of revenue every year• AUM from business acquired valued at $11.2M to date•Appointed as one of MDRT Mentor Programme’s key trainers to train Advisors’ Clique’s new associates on financial planning. 10-20 associates each cohort.•Conducted seminar training for associates, 20-50 associates at every seating•Emcee for large events, namely AC Open House with 300 attendees

•Acted for Mediacorp shows mostly in Channel 5 and 8 as supporting actor.•Acted for multiple corporate videos (e.g. Role of an ASA for CSC)•Acted for CNA’s documentary drama (e.g. The Beginning) as lead actor.

•Wrote codes via VBA to improve the process from DBS partnership from Aviva to Manulife, increased efficiency by 200%•Managed 10 other part-timers to help with the transition.•Managed High Net Worth products and clients, identifying discrepancies within the legacy system. Resolved close to 50 over such cases, saving $500K for clients.