David Marten
Professional Speaker at MD Academy- Claim this Profile
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Bio
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Credentials
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Certified Financial Planner (CFP)
IndonesiaJan, 2007- Sep, 2024 -
Professional Degree FLMI (Fellow Life Management Institute)
Fellow Life Management InstituteJan, 2002- Sep, 2024 -
Professional Degree FSAI (Fellow Society of Actuaries of Indonesia)
Fellow Society of Actuaries of IndonesiaJan, 1999- Sep, 2024
Experience
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MD Academy
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Egypt
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Education Administration Programs
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Professional Speaker
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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
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Certified Financial Planner
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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
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Prudential Indonesia (PT Prudential Life Assurance)
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Indonesia
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Insurance
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700 & Above Employee
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Agency Director
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2005 - Present
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Chief Actuary and member of the company's SMT (Senior Management Team)
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2002 - 2005
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Chief Actuary
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2000 - 2001
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PT Lippo Life Assurance
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Insurance
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1 - 100 Employee
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Actuary PT Lippo Life
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Jan 1997 - Jan 2000
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Education
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Trisakti University
Bachelor's degree, Industrial Engineering