Alan Yeo Email & Phone Number
Assistant Director @ iFAST Global Markets (Singapore)
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Alan Yeo Location
- Singapore
Alan Yeo Work
- 2020 -now Assistant Director @
- 2024 -now Private Clients Portfolio Manager @
- 1997 -now Private Investor @ Self-employed
- 2021 -2023 Trainer @ IFMF Academy
- 2016 -2020 Relationship Manager, Priority and Priority Private Clients (Onshore) @
- 2019 -2019 Senior Relationship Manager, Preferred Clients (Offshore) @
- 2016 -2016 Business Analyst, FP and A @ Citi Private Bank
- 2014 -2016 Vice President, Corporate Broking and Institutional Sales @
- 2013 -2014 Hedge Fund Manager @
- 2013 -2013 Treasury Specialist @
- 2006 -2013 Sales Trader, Manager @
- 2005 -2006 Business Owner @ Emmanuel Capital
- 2003 -2005 Agency Development Officer @
- 1997 -2003 Chief of Department (Navigation) @ Republic of Singapore Navy
Alan Yeo Education
- NTUC LearningHub
Module 2 - The Developing Coach (Psychology)
2024-2024 - Singapore University of Social Sciences (SUSS)
Advanced Certificate in Learning and Performance (Workforce Development and Training, Institute of Adult Learning)
2022-2023 - NUS Business School
FinTech: Innovation and Transformation in Financial Services (Fintech)
2021-2021 - UCD Michael Smurfit Graduate Business School
Master of Science (MSc) (Hons) (Finance)
2006-2008 - La Trobe University
Bachelor of Business Administration (BBA) (Marketing)
1999-2002 - Singapore Polytechnic
Diploma in Business Administration
1994-1997 - Jurong Junior College
"A" Level (Triple Science)
1992-1993 - Singapore Management University
Psychological Sciences For Work and Living Module 3: Stress and Resilient Living (Life Mastery) (Counseling Psychology)
Alan Yeo Skills
- Investments
- Wealth Management
- Strategic Financial Planning
- Mutual Funds
- Equities
- Portfolio Management
- Asset Managment
- Securities
- Banking
- Investment Advisory
- Risk Management
- Credit
- Trading
- Alternative Investments
- Capital Markets
- Fixed Income
- Options
- Relationship Management
- Equity Research
- Derivatives
- Sales
- Investment Strategies
- Financial Markets
- Bloomberg
- Valuation
- Financial Advisory
- Asset Allocation
- Wealth Management Services
- Finance
- ETFs
- Stocks
- Structured Products
- Investment Banking
- Project Management
- Technical Analysis
- Financial Statement Analysis
- Financial Modeling
- Financial Analysis
- Fundamental Analysis
- Hedge Funds
- Equity Trading
- Public Speaking
- Retail Banking
- Investigation
- Fixed Annuities
- Wealth
- General Insurance
- Research
- Pensions
- Proprietary Trading
- Marketing
- Mandarin
- Chinese
- English
- New Client Acquisitions
- Insurance
- Loans
- Hokkien
- Business Development
- Retirement
- Estate Planning
- Retirement Planning
Alan Yeo Summary
- Alan Yeo, based in Singapore, is currently a Assistant Director at iFAST Global Markets (Singapore). Alan Yeo brings experience from previous roles at iFAST Global Markets (Singapore), Self-employed, IFMF Academy and Standard Chartered Bank. Alan Yeo holds a 2024 - 2024 Module 2 - The Developing Coach in Psychology @ NTUC LearningHub. With a robust skill set that includes Investments, Wealth Management, Strategic Financial Planning, Mutual Funds, Equities and more. Alan Yeo has 1 emails on RocketReach.
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