Jay Tan

Hi! I am Jay, a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) with a passion for crafting investment strategies and financial plans. I've had the privilege of serving high-networth individuals (HNWI), business-owners, families, and diverse corporate clients. This experience has been instrumental in honing my skills in investment decision-making, asset allocation, and strategic portfolio management, while also providing valuable exposure to various business models, industries, and financial challenges. I'm eager to apply my financial acumen and problem-solving skills to help businesses achieve strategic growth and operational excellence, particularly in areas like deal execution, valuation, and company optimization within consulting or private equity firms.

Professional Experience

• Successfully built and managed a clientele of over 100 clients, providing financial advice and solutions tailored to their specific needs.
• Developed and implemented over 80 personalized financial plans, encompassing investment management, retirement planning, and insurance solutions.
• Led the development and execution of comprehensive financial plans for mass affluent and corporate clients, focusing on insurance solutions, employee benefits programs, and investment management.
• Provided ongoing support and guidance to clients, including regular portfolio reviews and updates on market trends and economic conditions.

Most Relevant Education

• Modules: Ranked among the top 10% of cohort in Communication in Organizations, Principles of Persuasion, Cognitive Psychology, Nonverbal Communication, Political Communication, and Psychology of Work and Organizations.
• Double Major: Bachelor of Arts in Psychology & Communication (Magna Cum Laude) from University at Buffalo.
• Psychology: Deep understanding of human behavior, motivation, and decision-making.
• Communication: Honed interpersonal and communication skills, essential for client interaction and collaboration.