Yenti, SE, AEPP, QWP, CFP

Yenti, SE, AEPP, QWP, CFP

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location of Yenti, SE, AEPP, QWP, CFPJakarta, Jakarta Raya, Indonesia

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  • Timeline

  • About me

    Investment Business Specialist

  • Education

    • SMU Xaverius 1, Palembang

      -
    • Universitas Indonesia (UI)

      1999 - 2003
      SE Accounting
  • Experience

    • EY

      Jan 2003 - Jan 2005
      • Assistant Senior Auditor

        Jan 2004 - Jan 2005
      • Junior Auditor

        Jan 2003 - Sept 2004
    • AIG

      Nov 2005 - Jan 2008
      Investment Operation and Reporting Senior Staff
    • AIA

      Jun 2008 - Apr 2011

      This is a global project to implement SAP FAM (Financial Asset Management) for Investment Accounting function across AIA Group in Asia region. Each country appoints one local expert to be assigned for this project at Hong Kong regional office.

      • Indonesia Local Expert – Asia Region “Paloma” Project

        Jan 2010 - Apr 2011
      • Head of Investment Operation, Reporting and Budgeting Department

        Jun 2008 - Apr 2011
    • PT Asuransi Jiwa Tugu Mandiri

      Jan 2011 - Jan 2011
      Vice President / Group Head - Finance & Investment Division
    • Avrist Assurance

      Jan 2012 - Jun 2014
      Fixed Income Portfolio Senior Manager
    • Zurich Insurance

      Jun 2014 - Jan 2014
      Head of Investment
    • Prudential Indonesia (PT Prudential Life Assurance)

      Jan 2015 - Jan 2018
      • Agency Director

        Jul 2017 - Jan 2018
      • Senior Unit Manager

        Jan 2016 - Jun 2017
      • Unit Manager

        Jan 2015 - Jan 2015
    • PT Neo Finaintel Indonesia

      Sept 2015 - Jan 2021
      Start-Up Founder
    • Kendi.io

      Jan 2018 - Jan 2019
      Chief Financial Officer (CFO)
    • Prudential Indonesia (PT Prudential Life Assurance)

      Sept 2021 - Jan 2023
      Investment Communication & Wealth Support
    • AIA Indonesia

      Jan 2023 - now
      Investment Business Specialist
  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      Financial Planning Standards Board Ltd.
      Nov 2015