Head Of Investment Marketing
Current
Mar 2023 - Present
AeroLeads people directory · profile
Tan Thomas, Cfa Email & Phone Number
Head of Investment Marketing
at
AIA
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Head of Investment Marketing
Location
Singapore, Singapore, Singapore
Company size
Who is Tan Thomas, Cfa? Overview
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Quick answer
Tan Thomas, Cfa is listed as Head of Investment Marketing at AIA, a company with 33954 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Tan Thomas, Cfa.
Tan Thomas, Cfa previously worked as Product Marketing at AIA Investment Management at Aia and Principal Consultant at Pinnacle Wealth Academy at Pinnacle Wealth Academy. Tan Thomas, Cfa holds Bachelor Of Business Administration (B.B.A.) With Distinction, Finance, General from Rmit University.
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AIA
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Profile bio
About Tan Thomas, Cfa
More than 20 years of wealth management experience in Sales & Advisory, investment and product specialist, training & consultancy within the high net-worth segment. A Passionate educator who believes in sharing his knowledge and experiences through advisory, training, educating and coaching to help shape the financial industry. Strong believer of Asset Allocation and Portfolio Management, and has the ability to breakdown complex stuff into relevant context to fit the audience.
Current workplace
Tan Thomas, Cfa's current company
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Aia
8 roles
Tan Thomas, Cfa work experience
A career timeline built from the work history available for this profile.
Product Marketing At Aia Investment Management
Provides end-to-end marketing and investment support to institutional clients on investment training, market outlook, funds and strategy update as well as new product launches.Manage and nurture institutional clients relationship (both existing and new) to meet corporate objectives and targets. Develop materials and programs to up-skill investment.
Jan 2020 - Mar 2023
Principal Consultant At Pinnacle Wealth Academy
Pinnacle Wealth Academy
Co-founder of Pinnacle Wealth Academy. The company was formed with the aim to provide financial advisors practical and relevant practitioners knowledge, in order to build meaningful, lasting relationship with their clients. The 2 founders of Pinnacle Wealth have a combined 30 years of experience in high net-worth sales and advisory. They strongly believe.
May 2018 - Jan 2020
Head, Advisory And Specialists
Led a team of specialists who are product experts in insurance, investment as well as treasury products. Provides the leadership as well as products/market views and outlook to ensure the specialists and product managers provide the best in class suite of solutions to clients.Instrument member of OCBC’s Life Goal program, providing his expertise in.
Aug 2017 - Apr 2018
Private Client Investment Advisor
A member of the pioneer team with the OCBC Wealth Management - Investment Advisory team providing investment advices across the various asset classes to high net-worth clients, ranging from forex, funds, equities and fixed income to structured products involving derivatives. A Specialist who looks into portfolio allocation/construction, as well as the.
Apr 2010 - Aug 2017
Assistant Director, Mas Academy
Design and craft in-house training programs to keep MAS officers abreast with market developments in term of both macro environment and investment products.
Apr 2007 - Mar 2010
Relationship Manager
Manages the wealth of high networth clients across the various asset classes.
Apr 2005 - Mar 2007
Personal Financial Consultant
Providing sound investment and insurance solutions to clients.
May 2003 - Apr 2005
Team & coworkers
Colleagues at AIA
Other employees you can reach at aia.com. View company contacts for 33954 employees →
MS
Mohamed Suhaib
Colleague at AiaSri Lanka, Sri Lanka
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GS
Gabriella Saridewi
Colleague at AiaIndonesia, Indonesia
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PK
Pongsakorn Korhasuwan
Colleague at AiaPhasi Charoen District, Bangkok City, Thailand, Thailand
View →
วน
วรพรรณ นวลเจริญ
Colleague at AiaBangkok, Bangkok City, Thailand, Thailand
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MP
Mei Po Anita Leung
Colleague at AiaHong Kong SAR, Hong Kong
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KL
Kay Lee
Colleague at AiaWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
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AN
Anthony Nimal
Colleague at AiaSri Lanka, Sri Lanka
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RW
Rumeshika Wisidagama
Colleague at AiaSri Lanka, Sri Lanka
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NL
Nasthanon Leungsivskoon
Colleague at AiaBangkok, Bangkok City, Thailand, Thailand
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KC
Kelvin Chan
Colleague at AiaSingapore, Singapore
View →
Mohamed Suhaib
Colleague at AiaSri Lanka, Sri Lanka
View →
GS
Gabriella Saridewi
Colleague at AiaIndonesia, Indonesia
View →
PK
Pongsakorn Korhasuwan
Colleague at AiaPhasi Charoen District, Bangkok City, Thailand, Thailand
View →
วน
วรพรรณ นวลเจริญ
Colleague at AiaBangkok, Bangkok City, Thailand, Thailand
View →
MP
Mei Po Anita Leung
Colleague at AiaHong Kong SAR, Hong Kong
View →
KL
Kay Lee
Colleague at AiaWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
View →
AN
Anthony Nimal
Colleague at AiaSri Lanka, Sri Lanka
View →
RW
Rumeshika Wisidagama
Colleague at AiaSri Lanka, Sri Lanka
View →
NL
Nasthanon Leungsivskoon
Colleague at AiaBangkok, Bangkok City, Thailand, Thailand
View →
KC
Kelvin Chan
Colleague at AiaSingapore, Singapore
View →
1 education record
Tan Thomas, Cfa education
FAQ
Frequently asked questions about Tan Thomas, Cfa
Quick answers generated from the profile data available on this page.
What company does Tan Thomas, Cfa work for?
Tan Thomas, Cfa works for AIA.
What is Tan Thomas, Cfa's role at AIA?
Tan Thomas, Cfa is listed as Head of Investment Marketing at AIA.
Where is Tan Thomas, Cfa based?
Tan Thomas, Cfa is based in Singapore, Singapore, Singapore while working with AIA.
What companies has Tan Thomas, Cfa worked for?
Tan Thomas, Cfa has worked for Aia, Pinnacle Wealth Academy, Ocbc Bank, Monetary Authority Of Singapore (Mas), and United Overseas Bank Limited.
Who are Tan Thomas, Cfa's colleagues at AIA?
Tan Thomas, Cfa's colleagues at AIA include Mohamed Suhaib, Gabriella Saridewi, Pongsakorn Korhasuwan, วรพรรณ นวลเจริญ, and Mei Po Anita Leung.
How can I contact Tan Thomas, Cfa?
You can use AeroLeads to view verified contact signals for Tan Thomas, Cfa at AIA, including work email, phone, and LinkedIn data when available.
What schools did Tan Thomas, Cfa attend?
Tan Thomas, Cfa holds Bachelor Of Business Administration (B.B.A.) With Distinction, Finance, General from Rmit University.
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