CHRISTOPHER TEO
Personal Wealth Manager
Personal Wealth Manager
Year Joined: 2020
Years of Experience: < 5 years
Education: Degree in Accountancy (Honours)
Previous Profession: Regional Risk & Treasury Director
Industry Certifications: AFC, ChFC ®/S, CLU ®/S, IBFQ
Notable Achievements: MDC Platinum, MDRT, Senior PWM
Specialisation: Financial Planning, Legacy Planning, General Insurance
Hobbies: Travel, Food, Sports
I got to know Winnie through my nephew, and I was impressed by her drive and leadership in Win Financial Group that spurred me to have a career discussion with her and the rest is history! I was previously a regional leader in financial risk and treasury management. I believe my corporate finance experience has helped me build a strong foundation in risk and cash management, thus enabling me to make a difference in the lives of my clients in my journey as a Financial Services Consultant. My ultimate aim is to achieve MDRT and help my clients accomplish their financial goals. During my free time, I love to travel to experience the wonders of different cities and towns. I also enjoy spending time with my family and working out at the gym!