Experience

International Planning Group

• United States
• Insurance
• 1 - 100 Employee

• New Business Manager

  • Mar 2018 - Present

  Case Management, process all aspects of life insurance application for ultra-high-net-worth clients. Coordinate with insurance carriers and private bankers for policy ownership structure arrangement. Liaise with various parties for premium financing arrangement, BVI incorporation and loan application. Case Management, process all aspects of life insurance application for ultra-high-net-worth clients. Coordinate with insurance carriers and private bankers for policy ownership structure arrangement. Liaise with various parties for premium financing arrangement, BVI incorporation and loan application.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Executive Assistant

  • Sep 2014 - Feb 2018

  Provided secretarial support to executive directors. Managed extensive calendar of meetings and travel arrangements. Provided secretarial support to executive directors. Managed extensive calendar of meetings and travel arrangements.