Dynamic Financial Consultant with a proven track record at Prudential Assurance, achieving top 4% sales ranking globally. Expert in portfolio management and retirement planning, leveraging critical thinking and interpersonal skills to foster client relationships and drive revenue growth. Committed to delivering innovative investment strategies that enhance client satisfaction and retention.
Achieved growth in corporate and personal sales. Developed and maintained relationships with key clients to drive repeat business.
Ranked top 4% of Sales force in worldwide for past 5yrs
(Million Dollar Round Table (MDRT) 2017 - 2021
Portfolio management
Retirement planning
Estate planning
Financial planning
Mutual funds understanding
Critical Thinking
Adaptability
Interpaersonal Skill
Flower arrangement (professional Certificate in Florist Development USA obtained on 2024)
Swimming and Hiking
Community Service related to animal welfare