Yue Ming Lam (CFO, MDRT Investments)

Experience

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  Toastmasters International

  Apr 2012 - May 2014

  • Active Member

    Apr 2011 - May 2014

  • Vice President (Membership)

    Apr 2012 - Apr 2013
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  Cheers Holdings Pte Ltd

  Apr 2013 - Aug 2013

  Business Improvement Analyst
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  Singapore Armed Forces (SAF)

  Nov 2014 - Sept 2016

  Army

  9 weeks Enhanced Leadership Batch3 months course at Kaki Bukit Camp3 months at Tekong Camp1 year 3 months supporting Commando CampAwards:1. Receive outstanding performance and grade for both SAF Testimonial and SAF Service Transcript2. Received NS Excellence Award

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  A*STAR - Agency for Science, Technology and Research

  Jan 2017 - Jun 2017

  Finance Officer

  - 6months contract• Received Testimonial from A*STAR for excellent work performance• Train and uses SAP accounting software• Handles full accounts receivables for the following A*STAR institutes daily: - Institute of Chemical & Engineering Sciences (ICES)- Institute of High-Performance Computing (IHPC), &- Institute of Molecular and Cell Biology (IMCB)• Generates Monthly Statement of Accounts, Reminder letters and Service Level Agreements reports• Responsible for assisting and generating monthly aging and billing report for ICES/IHPC/IMCB Show less

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  Royal T Group

  Aug 2017 - Aug 2018

  Business Intelligence Analyst

  • Analyse Data in the Business Intelligence Department• Data collection, compilation, preparation and analyse of data, liaising with various departments to gather data/figures• Analyse sales trend, data trend, customer trend, top-selling/worse-selling products for daily, weekly, monthly reports.• Plan/ Analyse and monitor on company KPIs, in term of revenue, OPEX, CAPEX and inventory• Optimize profitability through effective cost management• Support various company strategic projects and business cases• Software used: Xero, Excel, Money-Works Gold, Formalise and MegaPOS and VBA Show less

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  Resorts World Sentosa

  Nov 2018 - Oct 2019

  Senior Executive, Management Reporting and Analytics

  • Performs data extraction, preparation, compilation and analyse of data in the Management Reporting and Analytics department• Focus and analyse the respectively company's data (Casino, Hotel and Attraction data) in the business accordingly to aid in its business growth and profitability• Extracts relevant and useful data after understanding the objectives and the purpose of the business campaigns/events /projects• Trained to maintain the database maintenance together with my other senior colleagues• Software used for data analytics: SAS and Tableau Show less

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  SUSS Entrepreneurship Society (SES)

  Sept 2019 - Dec 2020

  Active Member, Member of SUSS Alibaba Cloud Entrepreneurship Society
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  Professional Investment Advisory Services Pte Ltd

  Oct 2019 - Jul 2023

  Senior Investment Consultant, Cert. REAP, MFA

  𝙃𝙉𝙒 𝙒𝙚𝙖𝙡𝙩𝙝 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙨𝙩 𝙩𝙤 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙊𝙬𝙣𝙚𝙧𝙨, 𝙋𝙧𝙤𝙛𝙚𝙨𝙨𝙞𝙤𝙣𝙖𝙡𝙨 & 𝘼𝙛𝙛𝙡𝙪𝙚𝙣𝙩 𝙄𝙣𝙙𝙞𝙫𝙞𝙙𝙪𝙖𝙡𝙨Together with my firm we had established "One-Stop Financial", which is a one-stop solution for clients. It is the most comprehensive and unique service that is second to none.One-Stop Financial focuses on 4 + 1 pillars for clients:1. Investments and Wealth Accumulation Solutions2. Insurance Portfolio Planning (with financing) 3. Mortgage Refinancing solutions4. Legacy Management (Will, Trust & Lasting Power of Attorney)5. SME Business Solutions (corporate secretarial, accounts, tax, business succession, deferred compensation schemes & keyman protection)4+1 pillars with multiple partners instead of ONLY ONE enabled me to provide an Unbiased and Honest Wealth Advices to the community(Breakdown)These includes but not limited to: 1. Investment Planning 2. Financial Planning 3. Property Planning 4. Mortgage Planning 5. Insurance Planning 6. General Insurance Planning 7. Tax Planning 8. Retirement Planning9. Estate Planning10. Legacy Planning11. Child's Education Planning12. Business Succession Planning Show less

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  RecomXperience

  Jan 2020 - Dec 2020

  Director and Founder

  RecomXperience started off as a startup idea which won the 2020 SUSS Impact Startup Challenge Singapore - Manila and was later pivoted during Covid 19 in Year 2020, to provide an exclusive virtual cleebration experience by planning, coordinating and recommending foods, gifts and activities for both businesses and retail consumers such as anniversaries and birthdays. It was also featured on Lian He Zaobao and SUSS Media

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  Hale Smoothies Pte Ltd

  Jun 2020 - now

  Chief Financial Officer

  We are a startup in Singapore that aims to contribute to a healthier world by providing healthy, fresh, personalized & nutritional smoothies via vending machines. Making healthy drinks accessible and affordable to consumers. Products will be created automatically on demand by the vending machines and served direct to the consumer. Consumers can pick from a selection of pre-made recipes, customize their own.Using technology, we aim to provide consumers with detailed nutritional information, such as calorie intake and the daily amount the smoothie can aid with based on individual demographics. Hale Smoothies will aim to aid consumers in reaching their minimum fruit and vegetable serving intakes as well. The machine will use frozen fruits and vegetables, and several toppings. Smoothies will have no added preservatives, making them 100% natural. We are a team of motivated individuals and would like to bring our ideas to fruition. Together we endeavor to empower individuals to make healthier choices. Show less

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  Manulife Financial Advisers Pte Ltd

  Jul 2023 - now

  Associate Director, Investments Cert. REAP, MFA

  𝙃𝙉𝙒 𝙒𝙚𝙖𝙡𝙩𝙝 𝙎𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙨𝙩 𝙩𝙤 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙊𝙬𝙣𝙚𝙧𝙨, 𝙋𝙧𝙤𝙛𝙚𝙨𝙨𝙞𝙤𝙣𝙖𝙡𝙨 & 𝘼𝙛𝙛𝙡𝙪𝙚𝙣𝙩 𝙄𝙣𝙙𝙞𝙫𝙞𝙙𝙪𝙖𝙡𝙨Established "One-Stop Financial" solution for clientsOne-Stop Financial focuses on 4 + 1 pillars for clients:1. Investments and Wealth Accumulation Solutions2. Insurance Portfolio Planning (with financing) 3. Mortgage Refinancing solutions4. Legacy Management (Will, Trust & Lasting Power of Attorney)5. SME Business Solutions (corporate secretarial, accounts, tax, business succession, deferred compensation schemes & keyman protection)4+1 pillars with multiple partners instead of ONLY ONE enabled me to provide an Unbiased and Honest Wealth Advices to the community(Breakdown)These includes but not limited to: 1. Investment Planning 2. Financial Planning 3. Property Planning 4. Mortgage Planning 5. Insurance Planning 6. General Insurance Planning 7. Tax Planning 8. Retirement Planning9. Estate Planning10. Legacy Planning11. Child's Education Planning12. Business Succession Planning*Achieved MDRT from zero to full in 2 months Show less