Suggestions
Allen Duan, CFA, FRM
Portfolio Management
Allen Duan is a highly skilled and experienced finance professional with diverse expertise in pension management, product development, sales, and business administration. Allen obtained his MBA from Columbia Business School and his BASc in Actuarial Science with a Business Minor from the University of Alberta.
Throughout his career, Allen has held several important positions in some of the most reputable financial institutions globally. He started as a Sales Support Officer at Societe Generale Bank (China) HQ where he delivered key strategic support to the bank's sales department. He then worked as a Senior Pension Product Manager at China Taiping Pension and was responsible for developing new pension products to meet customer demand while managing the funding mechanisms of the products. His subsequent position as a Pension Business Manager at CHINA CITIC BANK saw him provide expert management and advice to pension funds to optimize their investments, ensuring high returns.
Allen's wealth of experience has enabled him to deliver innovative financial solutions that ensure customer satisfaction and profitability for the institutions he has worked for. He has impressive business administration skills that have seen him craft strong business models that drive growth and success.