Teresa Tan has a strong background in financial services, with their most recent position being Vice President of Financial Services at Manulife Financial Advisers Pte Ltd. In this role, they prioritized clients' needs and provided access to a wide range of insurance, investment, and retirement solutions.
Before joining Manulife, Teresa worked at Dunn & Partners as a Team Coach, People Developer, and Mentor. This branch represented Summit Planners Cluster, where they provided financial planning solutions and built enduring relationships with clients.
Prior to that, Teresa was the Vice President at Summit Planners Pte Ltd, where they worked with professionals and institutions to provide business and financial solutions to clients of all sizes.
Earlier in their career, Teresa served as a Financial Services Manager at AIA Singapore and as a Senior Regional Manager at BASF.
Teresa Tan pursued a Bachelor of Accountancy at Nanyang Technological University Singapore. Prior to that, they completed their GCE A Levels with a focus on Science at Victoria Junior College. Furthermore, Teresa has obtained several certifications including Associate Estate Planning Practitioner from EPPL (Estate Planning Practitioners Limited), Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) from FPAS (Financial Planning Association of Singapore), and Charted Accountant from the Institute of Singapore Chartered Accountants (ISCA).
Sign up to view 0 direct reports
Get started