Stephen Tan personal email
- Valid
Stephen Tan is a CFA Level III candidate at Crius Financial Services Corp..
Crius Financial Services Corp.
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Sales RepresentativeCrius Financial Services Corp. Nov 2022 - PresentBurnaby, British Columbia, CanadaAdvised clients on selecting the appropriate living benefit and life insurance products to meet their specific needs, based on their personal circumstances and financial goalsMaintained strong relationships with clients, providing ongoing support and guidance to ensure their insurance needs were met over timeUtilized effective communication and interpersonal skills to explain complex insurance products and services to clients, ensuring they fully understood the benefits and risks associated with each productCollaborated with other team members to identify and pursue new business opportunities, resulting in increased sales and revenue for the company
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Business Development ManagerWufan Information Technology Sep 2014 - Apr 2020Guangzhou, Guangdong, ChinaCo-found this IT firm with another 3 co-founders. The vision of this firm is to provide IT and Mobile Internet Service to businesses. Our firm became one of first Alipay & Wechat Pay independent service providers and became the IT service provider of major financial institutions.Promoting Alipay online and offline products and established and managed max 30 staffs. Successfully developed 1000+ client accounts.Provided business solutions and IT services to top financial institutes and communicating with a diverse range of peopleCollecting and analyzing quantitative financial data from internal and external source to help making operating and marketing decisionCollaborate with cross functional teams to ensure seamless processes, accurate data and provide great customer careMotivated and developed strong relationships with internal and external business partners / customers to develop productive working relationshipsTrained, coached and mentored staff to support smooth adoption of new projects
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Test Automation EngineerStarsolutions & Telecommunicatiosn Private Limited (Utstarcom) Aug 2008 - Aug 2013Richmond, British Columbia, CanadaDesigned test software, test plan and test jig for multi-mode multi-carrier base stationsAutomated test plans using C++ and Visual Basic coding to control test equipment and UUT in different interfaces such as GPIB, socket, serial port and EthernetCoordinate and communicate with manufacture to set up product test line and troubleshoot manufacturing problemsFamiliar with CDMA and EVDO technology interface and implementationSupport product development, conduct performance testing and industrial standard testingExperienced in product development as well as manufacturing
Stephen Tan Education Details
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Cfa InstituteLevel Iii Candidate
Frequently Asked Questions about Stephen Tan
What company does Stephen Tan work for?
Stephen Tan works for Crius Financial Services Corp.
What is Stephen Tan's role at the current company?
Stephen Tan's current role is CFA Level III candidate.
What is Stephen Tan's email address?
Stephen Tan's email address is st****@****ail.com
What schools did Stephen Tan attend?
Stephen Tan attended Cfa Institute, The University Of British Columbia.
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