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Sharon Boo Email & Phone Number

Assistant Vice President, Independent Financial Advisory at Whitman Independent Advisors
Location: Petaling Jaya, Selangor, Malaysia 8 work roles
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Role
Assistant Vice President, Independent Financial Advisory
Location
Petaling Jaya, Selangor, Malaysia
Company size

Who is Sharon Boo? Overview

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Quick answer

Sharon Boo is listed as Assistant Vice President, Independent Financial Advisory at Whitman Independent Advisors, a with 31 employees, based in Petaling Jaya, Selangor, Malaysia. AeroLeads shows a matched LinkedIn profile for Sharon Boo.

Sharon Boo previously worked as Assistant Vice President, Client Advisory at Whitman Independent Advisors and Group Agency Manager (GAM) at Public Mutual Berhad.

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Email format at Whitman Independent Advisors

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Whitman Independent Advisors

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Profile bio

About Sharon Boo

Sharon, a Certified Financial Planner® professional, offers HOLISTIC WEALTH MANAGEMENT that takes care of the entire wealth of a client which include investment planning, estate planning, insurance planning, retirement planning, asset protection, children's tertiary education planning and cash-flow management. She specializes in restructuring investors' current investment portfolio and aligning their investments with life goals, risk tolerance and target return. She also tailor-made and optimize unit trust investment portfolio to achieve their target ROI.Sharon's past experiences include investment management agency based business for 13 years from March 2007 to July 2020. Prior to that, she had 14 years experience in the Media, Business Development and Marketing, where she spent 12 years specializing in the TV airtime media sales and sponsorship, business development, implementation of marketing and sales strategies, special projects, event management, production liaison and A&P planning and two years in the retail media environment.

Listed skills include Marketing, Business Development, Advertising, Management, and 18 others.

Current workplace

Sharon Boo's current company

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Whitman Independent Advisors
Whitman Independent Advisors
Assistant Vice President, Independent Financial Advisory
petaling jaya, selangor, malaysia
Website
Employees
31
AeroLeads page
8 roles · 32 years

Sharon Boo work experience

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Assistant Vice President, Independent Financial Advisory

Current

Petaling Jaya, Selangor, Malaysia

Feb 2020 - Present

Assistant Vice President, Client Advisory

Petaling Jaya, Selangor, Malaysia

CERTIFIED FINANCIAL PLANNER® professional.Financial Planner-Capital Markets and Services Act (CMSA) Rep: financial planning, corporate unit trust advisor (CUTA), PRS. ~Licensed Capital Market Services Rep (CMSRL) by Securities Commission {eCMSRL/B9910/2020}~Licensed Financial Adviser's Rep (FAR) by Bank Negara Malaysia. {24/2/2020}Services : - Financial Planning and Holistic Investment Planning- Assist clients in restructuring of clients' current investment portfolio and aligning their investments with life goals, risk tolerance and target return - Helps the client to develop a tailor-made and optimum investment portfolio to achieve their target ROI- Construct an investment portfolio available across different funds houses based on different risk profile of a client- Support and advise on recommended investment portfolio and regularly monitoring of investments portfolio- Make recommendations to protect and enhance the portfolio performance, as and when required- Offer holistic wealth management that take cares of the entire wealth of a client, which include investment planning, insurance planning, estate planning, retirement planning, asset protection, children's tertiary education planning and tax planning

Feb 2020 - Aug 2024

Group Agency Manager (Gam)

Public Mutual Berhad

Services :Unit Trust and Private Retirement Scheme Investments (Personal and Corporate Investments)Will writing and Wasiat writingAgency Building and CoachingRecruitment

2009 - Jul 2020

Business Director

Magiqads Sdn Bhd

- managing and overlooking team of account managers and marketing executives in generating revenue towards achieving company's goal and target.- actively strategising campaign plans to develop sales and contributing towards market share.- creating and develop ideas / campaign concepts, to reach out to retail and non-retail advertisers in out-of-home and retail advertising (point of sales, ambient, billboard, pillars, etc.)

2008 - 2009 ~1 yr

Investment Consultant

Services :Wealth Management platformPersonal Investment scheme Personal Protection scheme

Mar 2007 - 2009

Assistant Manager / Project Manager

Ntv7 (Tv Broadcasting Station)

Sharon was engaged to the marketing arm of ntv7 under air7 Sdn Bhd, and subsequently direct under ntv7 in the business development division, with exposure in the following areas:- Development and formulation of effective marketing plans and sales strategies.- Planning and executing options in marketing airtime packages, projects, events and sponsorships- Cultivating and maintaining business relationship with industry players and clients.- Liaising and coordinating with inter-departments for facilitation of job functions- Assisting in the area of the company's A & P.

1999 - 2007 ~8 yrs

Head Of Unit, Spot-Buy

Commark Sdn Bhd

Commercial Airtime Marketing Arm of TV2.Airtime media sales and sponsorship of TV2 programmes.Spot-Buy Analysis of TV2 advertising campaigns.

1997 - 1999 ~2 yrs
Team & coworkers

Colleagues at Whitman Independent Advisors

Other employees you can reach at whitman.com.my. View company contacts for 31 employees →

FAQ

Frequently asked questions about Sharon Boo

Quick answers generated from the profile data available on this page.

What company does Sharon Boo work for?

Sharon Boo works for Whitman Independent Advisors.

What is Sharon Boo's role at Whitman Independent Advisors?

Sharon Boo is listed as Assistant Vice President, Independent Financial Advisory at Whitman Independent Advisors.

Where is Sharon Boo based?

Sharon Boo is based in Petaling Jaya, Selangor, Malaysia while working with Whitman Independent Advisors.

What companies has Sharon Boo worked for?

Sharon Boo has worked for Whitman Independent Advisors, Public Mutual Berhad, Magiqads Sdn Bhd, Cimb Wealth Advisors, and Ntv7 (Tv Broadcasting Station).

Who are Sharon Boo's colleagues at Whitman Independent Advisors?

Sharon Boo's colleagues at Whitman Independent Advisors include Stephen Goh Cheok Hui, Yit Foong L., Nur Shahirah Binti Abdul Kadir, Angel See, and Rahim Arrahman.

How can I contact Sharon Boo?

You can use AeroLeads to view verified contact signals for Sharon Boo at Whitman Independent Advisors, including work email, phone, and LinkedIn data when available.

What skills is Sharon Boo known for?

Sharon Boo is listed with skills including Marketing, Business Development, Advertising, Management, Strategy, Marketing Strategy, Event Management, and Project Planning.

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