Bruce Tan
Senior Associate, Investment Management at GYC Financial Advisory- Claim this Profile
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Bio
Credentials
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CFA Level 1 Passed
CFA InstituteNov, 2022- Nov, 2024
Experience
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GYC Financial Advisory
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Singapore
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Investment Management
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1 - 100 Employee
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Senior Associate, Investment Management
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2022 - Present
Portfolio Management, Quantitative and Empirical Research, Financial Modelling Portfolio Management, Quantitative and Empirical Research, Financial Modelling
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Singlife
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Singapore
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Insurance
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700 & Above Employee
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Senior Financial Services Manager
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2016 - 2022
Managed a high-margin multi-million financial services distribution team • Managed the activities of the top 1% of wealth managers in the whole firm • Key Committee of the strategic team that manages activities for over 800 wealth managers • Ranked 2nd overall Financial Services Manager Managed a high-margin multi-million financial services distribution team • Managed the activities of the top 1% of wealth managers in the whole firm • Key Committee of the strategic team that manages activities for over 800 wealth managers • Ranked 2nd overall Financial Services Manager
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HoltenCo
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Singapore
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Founder
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2009 - 2016
HoltenCo is a multi-label boutique that brought in cutting-edge brands from the region and distributed locally with retail stores at Haji Lane, SCAPE@Orchard and Orchard Central, as well as online retailers such as Zalora. We also designed and Manufactured our own apparels and provided our manufacturing expertise to other apparel companies. HoltenCo is a multi-label boutique that brought in cutting-edge brands from the region and distributed locally with retail stores at Haji Lane, SCAPE@Orchard and Orchard Central, as well as online retailers such as Zalora. We also designed and Manufactured our own apparels and provided our manufacturing expertise to other apparel companies.
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Education
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Singapore Management University
Master of Science - MS, Wealth Management, Dean's List -
Yale School of Management
Master of Science - MS, Wealth Management -
The Wharton School
Master of Science - MS, Wealth Management -
University of St.Gallen
Master of Science - MS, Wealth Management -
Columbia Business School
Value Investing -
Murdoch University
Bachelor Of Economics, Economics and Finance (Double Major)