Erick Marlissa, CFP®

Financial Behaviorist at Finante
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Contact Information
us****@****om
(386) 825-5501
Location
Jakarta, Indonesia, ID

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Credentials

  • Psychology of Financial Planning Specialist™
    Psychology of Financial Planning
    Oct, 2022
    - Nov, 2024
  • BFA™ - Behavioral Financial Advisor™
    think2perform
    May, 2022
    - Nov, 2024
  • CFP® - CERTIFIED FINANCIAL PLANNER™
    FPSB Indonesia
    Dec, 2021
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Sep, 2021
    - Nov, 2024
  • QWP® - Qualified Wealth Planner®
    QWP Academy
    Aug, 2021
    - Nov, 2024

Experience

    • Indonesia
    • Financial Services
    • 1 - 100 Employee
    • Financial Behaviorist
      • Aug 2022 - Present

      Financial behavior & financial psychology specialist Financial behavior & financial psychology specialist

    • Indonesia
    • Mining
    • 1 - 100 Employee
    • Corporate Financial Planning Manager
      • Jun 2022 - Jul 2023

    • Sales & Marketing Manager (Precious Metals)
      • Jan 2017 - Sep 2022

    • Reporting AVP
      • Jan 2016 - Feb 2017

    • Reporting Manager
      • Jul 2014 - Dec 2015

    • Indonesia
    • Mining
    • 1 - 100 Employee
    • Sales & Marketing Representative Manager
      • Sep 2019 - Dec 2020

    • Accounting Supervisor
      • Oct 2013 - Jun 2014

    • Account Payable & Payroll Officer
      • Apr 2011 - Sep 2013

    • Indonesia
    • Accounting
    • 100 - 200 Employee
    • Senior Auditor 1
      • Jan 2011 - Apr 2011

    • Junior Auditor 2
      • Oct 2009 - Dec 2010

    • Junior Auditor 1
      • Jan 2009 - Sep 2009

    • Indonesia
    • Accounting
    • 300 - 400 Employee
    • Junior Auditor
      • Oct 2007 - Dec 2008

Education

  • Universitas Gadjah Mada (UGM)
    Master of Business Administration (MBA), Financial Management
  • Universitas Advent Indonesia
    Bachelor of Economics (SE), Accounting

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