Dorothy Tan | The Family Office Stack

Dorothy Tan · Singapore.

Direct contact

No direct contact on file for Dorothy yet.

Experience

Head, Financial Advisory
WYNNES Financial Advisers · Singapore
Mar 2020 – Dec 2025
Executive (Human Resource)
Tan Tock Seng Hospital · Singapore
Aug 1998 – Oct 1999

Education

Financial Planning Association of Singapore — Certified Financial Planner, Financial Planning and Services · 2002 – 2012
Institute of Administrative Management, United Kingdom — Diploma, Administrative Management · 1985 – 1988

Skills

Family Wealth ManagementMulti-generational PlanningLeadership Development CoachingSales Management CoachingWealth ManagementRisk ManagementInvestmentsBankingProject ManagementMarketingMicrosoft ExcelCustomer ServiceTeam BuildingLeadershipWealth Preservation PlanningWealth Management ServicesMutual FundsAsset AllocationInvestment Advisory