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: B. A. of University Gregoriana
in Rome
: CHARTERED
LIFE UNDERWRITER ( C.L.U.)
: CHARTERED
FINANCIAL CONSULTANT ( CH.F.C.)
These two professional titles require 7 years of study and practical
implementation of financial matters, such as Taxation, Accounting,
Economics, Risk Management, Asset Management, Human Resources, Investment
and Pension.
: AGENCY
MANAGEMENT TRAINING COURSE (A.M.T.C.)
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: Worked in the
insurance business in Canada for over 20 years in a marketing and management
position.
Experience concentrated on: Marketing and Training, Management, Financial
Planning, Risk Management and Human Resources.
Senior management advisor in many complex financial situations, working
with agents as well as clients.
Closely involved in the re-engineering process of one of the insurance
companies, as president of their Advisory Council.
: Arrival in
Indonesia, where he pioneered the Risk Management business.
: Established
PMA company: P.T. USAHA TEPAT GUNA, providing services in Risk and Insurance
Management on a professional basis. The client list includes for example:
The Jakarta Stock Exchange.
PT. UTG is a member of RIMS (Risk and Insurance Management Society) in
the USA and GARP (Global Association of Risk Professionals) in Belgium.
1997: Set up the first B2C web site for insurance purposes in Indonesia:
http/www.insurance-shop-intl.com
: Authored a book,
entitled " Succeed in Business: Indonesia" published by Times
Editions of Singapore, ISBN 981 204 7697. This book was translated into
Chinese and published in 2004.
Guest lecturer at University of Indonesia and Prasetiya Mulya School of
Management in Jakarta.
Several of his articles have been published in the Jakarta Post and professional
publications in Asean.
Past Treasurer and Director of the Indonesia Canada Chamber of Commerce
and Past President of the Rotary Club Jakarta Metropolitan.
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