Alison Ngai, CFP®

Data & Gift Services Coordinator at Durham Academy
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Contact Information
us****@****om
(386) 825-5501
Location
Durham, North Carolina, United States, US
Languages
  • Cantonese Native or bilingual proficiency
  • Mandarin Full professional proficiency
  • English Full professional proficiency

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5.0

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Julie Chiu

I recommend Alison without hesitation on people related tasks. She is delightful, intelligent, responsible and reliable. She has excellent interpersonal skills, whether being a fabulous leader, or as a pleasant team player!

SK Shum

I recommend Alison to any company without hesitation. She was a responsible and dependable financial consultant when worked for me and had consistently produced excellent works. With great personality, she was well liked and earned consultant of the year in 1991. I’d be most delighted to provide further reference if needed. Faithfully yours, SK Shum Ex Managing Director Haywood International Financial Planning

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Dec, 2022
    - Oct, 2024
  • eMoney Certification
    eMoney Advisor
    Jul, 2020
    - Oct, 2024
  • Investment Representative
    Hong Kong Securities and Futures Commission
    Jul, 1991
    - Oct, 2024

Experience

  • Durham Academy
    • United States
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Data & Gift Services Coordinator
      • Nov 2022 - Present

      Ms. Ngai is responsible for facilitating smooth operations of the Office of Philanthropy at Durham Academy. She shares global financial planning knowledge among school faculty, staff, families and alumni in the under-served education circle. Incorporating strategic philanthropy into families' comprehensive financial plans, fostering opportunities to leave a legacy, and assisting families to attain charitable giving goals and create positive impacts in the community.

    • Extended-day Chinese Programs Coordinator
      • Sep 2006 - Present

      Ms. Ngai is the founder and coordinator for Chinese afterschool programs and Chinese summer camps at Durham Academy (https://www.da.org).

  • Sycamore Financial Planning, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Analyst (I & II)
      • Jul 2020 - Apr 2022

      Ms. Ngai supported Certified Financial Planner (CFP) professionals in comprehensive financial plan analysis and preparation. She collaborated with the financial planning team in preparation for client meetings, and delivered top-notch service to individual and trust clients. Significant growth in assets under management, revenues and profitability were achieved for the company. Ms. Ngai supported Certified Financial Planner (CFP) professionals in comprehensive financial plan analysis and preparation. She collaborated with the financial planning team in preparation for client meetings, and delivered top-notch service to individual and trust clients. Significant growth in assets under management, revenues and profitability were achieved for the company.

  • LPL Financial
    • Financial Services
    • 1 - 100 Employee
    • Financial Assistant
      • Sep 2018 - Jul 2020

      Ms. Ngai had an accomplished career in trust, private banking and financial planning in Hong Kong before immigrating to the US. At LPL, she supported and assisted the financial advisory business for the Branch Manager, as she re-established her financial profession in the country. Ms. Ngai had an accomplished career in trust, private banking and financial planning in Hong Kong before immigrating to the US. At LPL, she supported and assisted the financial advisory business for the Branch Manager, as she re-established her financial profession in the country.

  • BMO Bank of Montreal, Private Banking Centre
    • Relationship Manager, Private Banking Centre
      • Feb 1997 - Nov 1998

      Bank of Montreal (https://www.bmo.com) is a Canadian multinational investment bank and financial services company founded in Montreal, Canada in 1817. It is the forth largest bank in Canada by market capitalization and assets, as well as one of the ten largest banks in North America.Ms. Ngai led the Assistant Manager and other Private Banking administrative staff in identifying high net worth client prospects and developing clientele for Canadian private trust and banking services. She consistently surpassed targeted sales by more than 10% for the Private Banking Centre. Show less

    • Assistant to Trust Director
      • Feb 1997 - Nov 1998

      Ms. Ngai supported the Trust Director in expanding and cultivating new trust relationships. She collaborated closely with Canadian attorneys and accountants for trust client servicing and cross referrals.

  • Standard Chartered Bank
    • Singapore
    • Financial Services
    • 100 - 200 Employee
    • Area Investment Consultant - Kowloon East District
      • Sep 1995 - Jan 1997

      Standard Chartered PLC (https://www.sc.com) is a British multinational banking and financial services company headquartered in London, England. It operates a network of more than 1,200 branches and outlets across more than 70 countries and employs around 87,000 people. The Bank has a primary listing on the London Stock Exchange and is a constituent of the FTSE 100 Index. It had a market capitalisation of approximately US$30billion as of January 3, 2020. The Bank started issuing banknotes of the Hong Kong dollar in 1862, and has become one of the three note-issuing banks in Hong Kong.Ms. Ngai got promoted to be an Investment Counsellor, whereby she was responsible for leading a district of 13 bank branches overseeing 200+ staff to attain investment sales objectives. She consistently outperformed targeted investment sales by more than 20%. Show less

    • Relationship Manager
      • Apr 1993 - Aug 1995

      Ms. Ngai developed and served high net worth clients for various banking and financial needs. She consistently accomplished above targeted sales by more than 10%. She proposed to senior executives the launching of Priority Banking Referral Program, and was recognized as Award winner for attaining the highest number of new accounts from existing client referrals.

  • Haywood International Financial Planners Limited
    • Senior Consultant
      • Jan 1992 - Apr 1993

      Haywood International was the new Asian branch developed from Finesco Financial Services Limited (http://www.finesco.com), an independent financial advisory firm established in Glasgow, Scotland since 1984. Ms. Ngai was promoted to be Senior Consultant after 6 months of service. Being recognized with Consultant of the Year Award for successfully growing the highest number and percentage of new client relationships from existing customer referrals, as she earned a 3-week Europe tour and met with senior group executives in the Channel Islands. Show less

    • Consultant
      • Jul 1991 - Dec 1991

      Ms. Ngai assisted the Investment Director to successfully start up Haywood International. She developed high net worth client relationships and offered financial planning and customer services, through close collaboration with banks and other financial institutions.

Education

  • Campbell University
    Master of Trust and Wealth Management, Summa Cum Lauda (GPA: 4.0)
    2019 - 2021
  • The Chinese University of Hong Kong
    Bachelor of Business Administration (B.B.A.), Business Management and Economics (Honours)

Community

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