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John Tan, CFA

John Tan, CFA

Engineering

Followers of John Tan, CFA656 followers
location of John Tan, CFAMalaysia

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  • Timeline

  • About me

    Investments

  • Education

    • CFA Institute

      2008 - 2010
      Chartered Financial Analyst (CFA) Program

      Passed CFA Level I December 2008 exam.Passed CFA Level II June 2009 exam.Passed CFA Level III June 2010 exam.Acquired Charter on July 2014.

    • Universiti Tenaga Nasional

      2001 - 2005
      Bachelor of Electrical & Electronics Engineering (Hons.)

  • Experience

    • Hexagon Holdings Berhad

      Dec 2005 - May 2007
      Engineering

    • Westports Malaysia

      May 2007 - Jun 2008
      Management Team

    • AmInvestment Bank Berhad (Malaysia)

      Feb 2010 - Jun 2010
      Corporate & Institutional Banking

    • AmBank Berhad

      Sept 2010 - Oct 2011
      Fixed Income, Markets

    • Phillip Capital Management Sdn Bhd

      Oct 2011 - Jan 2015
      Fixed Income Fund Manager

    • ZURICH TAKAFUL MALAYSIA BERHAD

      Feb 2015 - Jul 2017
      Investment Manager

    • Standard Chartered Bank

      Apr 2018 - Sept 2018
      Investment Advisory

    • Sun Life Malaysia Assurance

      Sept 2018 - Sept 2019
      Senior Manager

  • Licenses & Certifications

    • Pasaran Kewangan Malaysia Certificate (PKMC)

      ACI - Financial Markets Association of Malaysia
      Oct 2015
      View certificate certificate

    • Capital Markets Services Representative's Licence (CMSRL)

      Securities Commission Malaysia (SC)
      Oct 2012

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jul 2014
      View certificate certificate