Experience

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  smartTrade Technologies

  • New York, United States

  • Pre Sales Engineer

    • May 2022 - Feb 2024
    • New York, United States

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  T3 Trading Group

  • New York, New York, United States

  • Equities Trader

    • May 2021 - May 2022
    • New York, New York, United States

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  FightPandemics

  • New York, New York, United States

  • Volunteer | Product Management

    • Sep 2020 - Jan 2021
    • New York, New York, United States

    FightPandemics is an altruistic platform created in the wake of COVID-19 that connects people and organizations in need of help with those that can provide it. In fostering these vital connections, we empower communities to respond more quickly and effectively to the crisis. Our vision is to create a world where humans are more resilient to emergencies.We are a global group of volunteers that came together to make a difference and are actively looking for other highly-dedicated individuals to join us.

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  Broadridge Financial Solutions- LTX

  • New York City

  • Product Manager

    • Jan 2019 - Jan 2021
    • New York City

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  St. John's University

  • New York City

  • Graduate Assistant

    • May 2017 - May 2018
    • New York City

    •Tutoring and mentoring high school students for the Liberty Partnership Program conducted by the New York State Education Department to address the issue of a significant dropout rate among New York’s Youth.•Co-conducting workshops on STEM awareness for the students at John Adams High School and St. John’s University. •Escorting students to college campus visits and other cultural and educational trips.

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  Citibank

  • Singapore

  • Citigold Relationship Manager

    • Jun 2015 - Dec 2016
    • Singapore

    • Managing HNW client relations for Citigold and Citigold Private (Non-Resident Indian Segment). • Providing advisory for investment and banking products/services.• Handling client portfolios onshore and offshore across the Asia Pac-ex Japan with targeted focus on Singapore,Indonesia and Philippines market. • Conducting regular portfolio reviews & building client relationships & assets under management.• Addressing client needs and building financial plans while striving to outperform and exceed prior profitability and revenues.• Maximizing opportunities for account growth by working with a team of investment consultants, business development managers, service relationship managers, product managers & treasury.• Closely working with clients to structure investment products for their unique needs and getting the necessary regulatory and compliance approvals.

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  ICPL

  • Singapore

  • Director

    • Nov 2014 - Jun 2015
    • Singapore

    • Founding team of the company.• Channels and partnership in charge.• Expert consultancy in trade finance activities, company formulation and specific funding exercises.

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  AIA

  • Singapore

  • Personal Wealth Manager

    • Jun 2013 - May 2015
    • Singapore

    - For Individual Clients-Providing financial advice on investments, investment linked insurance, retirement, wealth accumulation, legacy planning products and conduct financial health review.- For Corporate Clients- Providing financial advice on corporate insurance, pension planning & exit compensation.• Devising and executing strategies for development of business by attracting new clients, • Presenting Complex financial products for maximum client understanding and helping clients with investment fund selection, management and building up their portfolio to secure right opportunities at suitable time.• Conducting comprehensive review of client portfolios, including placing manual and automatic fund switch strategies based on objectives and risk profiles, identifying new opportunities by closely following regional markets.

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  Six Capital

  • Singapore

  • Trainee Forex Trader

    • Jan 2013 - Feb 2013
    • Singapore

    Spot and Utility Forex Trading under the leadership of Chief Trader Mr. PatrickTeng.