Summary
10 years experience in the Wealth Management Industry.
Rose as fresh graduate from NTU NBS Accountancy , then joined Deloitte Touche LLP, now currently owning multiple businesses and assisting Mass Affluent/HNWI to manage their wealth.
Avid supporter of entrepreneurship and business. Hope to be able to give support and valuable inputs for students whom are into starting a business.
Featured Skills
Work Experience
Senior Financial Services Manager Mar 2013 - Present
IPPFA SingaporeHelping mass affluent/HNWI save time and assist in wealth management advice.
Crafting investment solutions and finding opportunities that suits clients risk profile and needs.
Associate Aug 2011 - Feb 2013
Deloitte Touche LLP SingaporePerformed audit in the Global Financial Services Industry (GFSI) for esteemed clients of Deloitte Touche LLP.
Assisted in testing controls and controls write up. Given the opportunity to work in the US as an Associate.
Education
Bachelor in Accountancy (Accounting) Aug 2008 - May 2011
NTU NBS Singapore3 years direct honors programme. Learned the Accounting language.
Other Skills
Q&A with Alan Koh
What are some examples that illustrate how you have generated ideas that represent thinking 'outside the box'?
Unlike exams in school, we can often copy great ideas from other thought leaders and believable people. Most importantly, everyone can have the same idea, the difference lies in the actual execution. Think about it, why are students taught and exposed to the same subjects and everyone scores different grades?
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