Founder of SOTCO Financial
Amerity Wealth凯盛财富Chairman&CEO
《成功理财新思路》课程创始人
全球认证金融百万圆桌会(MDRT)
最顶级会员(TOT)
Founder of SOTCO Financial
General Manager of SOTCO Financial
《成功理财新思路》认证培训师
《成功理财新思路》 认证讲师
全球认证金融百万圆桌会(MDRT) 内阁会员(COT)
资深投资保险顾问
Founder of SOTCO Financial
General Manager of SOTCO Financial
《成功理财新思路》认证培训师
《成功理财新思路》 认证讲师
全球认证金融百万圆桌会(MDRT) 内阁会员(COT)
资深投资保险顾问
Sales Director of SOTCO Financial
《成功理财新思路》认证讲师
全球认证金融百万圆桌会 会员
Member of MDRT
加拿大注册退休顾问
RRC(Registered
Retirement Consultant)
--Office Coordinator
--Financial Advisor Assistant
-- Financial Advisor Assistant
-- Financial Advisor Assistant