David Marten

Professional Speaker at MD Academy
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Contact Information
Location
Indonesia, ID

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Credentials

  • Certified Financial Planner (CFP)
    Indonesia
    Jan, 2007
    - Sep, 2024
  • Professional Degree FLMI (Fellow Life Management Institute)
    Fellow Life Management Institute
    Jan, 2002
    - Sep, 2024
  • Professional Degree FSAI (Fellow Society of Actuaries of Indonesia)
    Fellow Society of Actuaries of Indonesia
    Jan, 1999
    - Sep, 2024

Experience

    • Egypt
    • Education Administration Programs
    • Professional Speaker
      • 2016 - Present

      -Workshop Coping with Crisis Strikes 2020-Workshop 5 Tips Mengelola Keuangan di Masa New Normal 2020-Workshop Cara Jitu Prospecting Onlline di Masa New Normal 2020-Money Course for Young Couple 2020-Mission Impossible 2020-Making Quantum Leap in Your Business 2020-The opportunity is now here 2019-Lesson Learned from Insurance Legends 2019-Workshop Finish Stronger - Bali 2019-Kick-off Prudential Convention – Medan 2016

    • Certified Financial Planner
      • 2007 - Present

      -Meet with clients in person to discuss their financial goals-Explain the types of financial services they provide to potential clients-Educate clients and answer questions about investment options and potential risks-Recommend investments to clients or select investments on their behalf-Help clients plan for specific circumstances, such as education expenses or retirement-Monitor clients’ accounts and determine if changes are needed to improve financial performance or to accommodate life changes, such as getting married or having children-Research investment opportunities Show less

    • Indonesia
    • Insurance
    • 700 & Above Employee
    • Agency Director
      • 2005 - Present

    • Chief Actuary and member of the company's SMT (Senior Management Team)
      • 2002 - 2005

    • Chief Actuary
      • 2000 - 2001
    • Insurance
    • 1 - 100 Employee
    • Actuary PT Lippo Life
      • Jan 1997 - Jan 2000

Education

  • Trisakti University
    Bachelor's degree, Industrial Engineering
    1992 - 1996

Community

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