WC Tai
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FlashIntel GPTWc Tai is a highly experienced finance planning consultant with over 9 years of expertise in financial analysis, risk management, and business analysis. Based in Hong Kong, Wc Tai is skilled in investment, retirement planning, insurance, and asset management. With a strong focus on customer satisfaction, Wc Tai is known for their quick response, responsible, and reliable approach. They have worked at MassMutual in Massachusetts, where they served as a Financial Planning Consultant, specializing in financial planning and asset allocation.
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About
- Over 9 years experience in financei planning - Design a best Plan to fit my clent's needs - Listen and care what my customer's need - Quick response, responsible and reliable Objective - Be a good Finance Planning Consultant
Work Experience
Professional
Financial Planning Consultant
Financial Services
WC Tai's Professional Milestones
- Financial Planning Consultant (2007-02-01~): Providing strategic financial guidance to clients, ensuring their success through comprehensive financial planning initiatives.
Skill
Financial Analysis
Risk Management
Business Analysis
Investments
Retirement Planning
Insurance
Financial Planning
Business Continuity Planning
Asset Management
Asset Allocation
Certification
Colleagues
Dwayne Holloman
Business Owner at YCE PRODUCTIONS
Kevin Perrigo, Ph.D., CSPO
Product Management | Product Owner | Change Management | Insurance Claims | Regulatory Compliance | Contract Management
Ken Arrington, CLTC ®
owner founder of freedom golf carts & path movement
Jeffrey Letendre
product owner - content collaboration
Pete Smith
owner mass mutual financial group
Other Named WC Tai
Frequently asked questions
We found 1 WC Tai's email addresses
We found 1 WC Tai's phone numbers
WC Tai's social media include: Linkedin,
WC Tai works for MassMutual
WC Tai's role in MassMutual is Professional
WC Tai works in the industry of Financial Services
WC Tai's colleagues are Dwayne Holloman,Kevin Perrigo, Ph.D., CSPO,Ken Arrington, CLTC ®
WC Tai's latest job experience is Professional at MassMutual
