Deep Enrich
Jeroy Tan
Business Development Executive
949 followers
Subang Jaya, Selangor, Malaysia
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About me
I help individuals & corporates plan & achieve 💰 goals ✨Dad left early✨My mission is to touch the lives of as many people as possible✨ RFP✨Independent✨Unbiased✨Insurance✨Investment✨Will✨Alternatives✨
Education
Malaysian Financial Planning Council
2014 - 2020Registered Financial Planner Financial Planning and Services%20High%20School%20%E9%8D%BE%E9%9D%88(%E5%9C%8B%E6%B0%91%E5%9E%8B)%E4%B8%AD%E5%AD%B8.webp)
Chung Ling (National Type) High School 鍾靈(國民型)中學
1989 - 1995Activities and Societies: Karate Club (Vice President)
Tunku Abdul Rahman University College
1999 - 2001Advance Diploma Business ManagementActivities and Societies: Business Management Society (Secretary General 1999/2000)
Experience
%20Sdn%20Bhd.webp)
CNI Enterprise (M) Sdn Bhd
Jan 2001 - Dec 2001Business Development Executive
ELID Sdn Bhd
Jan 2002 - Oct 2003Sales Executive
Prudential Assurance Malaysia Berhad
Oct 2003 - Nov 2015Wealth Planner
Public Mutual Berhad
Jan 2006 - Dec 2016Unit Trust Consultant
Rockwills International Group
Dec 2013 - nowRockwills Estate Planner
VKA Wealth Planners Sdn Bhd
Jan 2014 - nowBusiness Development Manager
Licenses & Certifications
Licensed financial planner
VKA Financial GroupNov 2015
Capital Market Service Representative License (CMSRL) - Financial Planner
Securities Commission MalaysiaDec 2016
Financial Adviser Representative
Bank Negara MalaysiaJan 2014
Honors & Awards
- Awarded to Jeroy TanTop Business Development Manager (Division 1) - Apr 2019
- Awarded to Jeroy Tan1st Runner Up (Highest no of cases) Division 1 - Apr 2018
- Awarded to Jeroy TanTop Business Development Manager (Division 1) - Apr 2018
- Awarded to Jeroy TanTop Producer - Apr 2016
- Awarded to Jeroy TanStar Club 2011 - Jun 2011
- Awarded to Jeroy TanWealth Planner Award - Jun 2011
- Awarded to Jeroy TanStar Club 2005 - Jun 2005
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