Joe Tan's Location
Richmond, BC, CA
Joe Tan's Work
- Associate Vice President, Member Experience @ Gulf & Fraser
- Branch Manager @ Gulf & Fraser
- Account Executive @ CUMIS
Joe Tan's Education
- Boston University
Master of Business Administration - MBA CANDIDATE
2022 - Canadian Securities Institute
(Financial Management Advisor; Professional Financial Planning; Wealth Management Techniques; CSC)
- Simon Fraser University
Bachelor of Arts (B.A.) (Economics)
1992 - 1996
- Miller Heiman Group
(Strategic Selling)
2014 - 2014
Joe Tan's Skills
- Retail Banking
- Wealth Management
- Banking
- Mortgage Lending
- Credit
- Loans
- Investments
- Strategic Financial Planning
- Mutual Funds
- Risk Management
Joe Tan's Summary
Joe Tan, based in Richmond, BC, CA, is currently a Associate Vice President, Member Experience at G&F Financial Group, bringing experience from previous roles at G&F Financial Group, CUMIS and The CUMIS Group. Joe Tan holds a Master of Business Administration - MBA CANDIDATE @ Boston University. With a robust skill set that includes Retail Banking, Wealth Management, Banking, Mortgage Lending, Credit and more, Joe Tan contributes valuable insights to the industry. Joe Tan has 2 emails on RocketReach.
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