Bruce Tan

Senior Associate, Investment Management at GYC Financial Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, Singapore, SG

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Credentials

  • CFA Level 1 Passed
    CFA Institute
    Nov, 2022
    - Nov, 2024

Experience

    • Singapore
    • Investment Management
    • 1 - 100 Employee
    • Senior Associate, Investment Management
      • 2022 - Present

      Portfolio Management, Quantitative and Empirical Research, Financial Modelling Portfolio Management, Quantitative and Empirical Research, Financial Modelling

    • Singapore
    • Insurance
    • 700 & Above Employee
    • Senior Financial Services Manager
      • 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

  • HoltenCo
    • Singapore
    • Founder
      • 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.

Education

  • Singapore Management University
    Master of Science - MS, Wealth Management, Dean's List
    2021 - 2023
  • Yale School of Management
    Master of Science - MS, Wealth Management
    2023 - 2023
  • The Wharton School
    Master of Science - MS, Wealth Management
    2023 - 2023
  • University of St.Gallen
    Master of Science - MS, Wealth Management
    2023 - 2023
  • Columbia Business School
    Value Investing
    2020 - 2020
  • Murdoch University
    Bachelor Of Economics, Economics and Finance (Double Major)
    2013 - 2016

Community

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