Wai Mak's Location
Bala Cynwyd, PA, US
Wai Mak's Work
- VP, New Business Development @ Karr Barth Associates
- Manager, Design and Analysis @ Clark Consulting
- Assistant VP, Plan Design @ Robert Swan's 2041 Voyage for Cleaner Energy
- Director of Marketing Support @ Security Equity Life Insurance Company
- Financial Analyst, Plan Design @ Management Compensation Group
Wai Mak's Education
- The American College of Financial Services
CLU, ChFC, CASL (Financial Planning)
2003 - 2010 - Certified Financial Planner Board of Standards
CFP (Financial Planning)
2002 - 2003 - University of Mississippi - School of Business Administration
BBA, MBA (Management)
1990 - 1992
Wai Mak's Skills
- Employee Benefits
- Executive Pay
- Life Insurance
- Insurance
- Defined Benefit
- Retirement
- Financial Services
- Retirement Planning
- Business Planning
- Pensions
Wai Mak's Summary
Wai Mak, based in Bala Cynwyd, PA, US, is currently a VP, New Business Development at Karr Barth Associates Inc., bringing experience from previous roles at Clark Consulting, Aon Consulting, Security Equity Life Insurance Company and Management Compensation Group. Wai Mak holds a 2003 - 2010 CLU, ChFC, CASL in Financial Planning @ The American College of Financial Services. With a robust skill set that includes Employee Benefits, Executive Pay, Life Insurance, Insurance, Defined Benefit and more, Wai Mak contributes valuable insights to the industry. Wai Mak has 4 emails and 1 mobile phone number on RocketReach.
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