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瞭解詳情

2022 年百万圆桌 志愿者领导

會議籌備部門

Ana Sofia Rodriguez, MBA
Global Council Member


年會會議籌備委員會部分

Jennifer P. Mann, MBA, CFP
Annual Meeting Program Development Division - Divisional Vice President

Joseph Spinelli III, CLU, LUTCF
Annual Meeting ConneXion Zone Committee - Chair

Scott S. Paterick, CLU, ChFC
Annual Meeting Focus Sessions Committee - Chair

Richard Dobson Jr., CFP
Annual Meeting Main Platform/Special Sessions Committee - Chair


全球會議計劃發展分會

Tse Pui Chi Jacqueline
Global Conference Program Development Division - Divisional Vice President

Pearlyn Koh, ChFC
Global Conference ConneXion Zone Committee - Chair

Izumi Osada
Global Conference Focus Sessions Committee - Chair

Shane Seung Bong Lee
Global Conference Main Platform/Special Sessions Committee - Chair


年會 PGA 分會

Brad J. Myers
Annual Meeting PGA Division - Divisional Vice President

Nickolas Adam Cassis, BSc, CFP
Annual Meeting Member Enhancement Committee (PGA) - Chair

Timothy Daniel Clairmont, CFP, MSFS
Annual Meeting Member Logistics Committee (PGA) - Chair

Thian Lung Jong
Annual Meeting Member Services Committee (PGA) - Chair


財務部門

Adam A. Solano Jr., CRPC
Global Council Member


會員資源最佳實務第一分會

Meagan S. Balaneski, CFP, RFP
Global Council Member

Chris George, CFP, TEP
Client Legacy Task Force - Chair

Harpreet Singh Atwal, Dip FA, BSc (Hons)
Hiring and Staffing Task Force - Chair

Vanessa Y. Bucklin, MBA, CLU
Virtual Innovation Task Force - Chair


會員資源最佳實務第二分會

Elaine Milne, Dip PFS
Global Council Member

Matthew Charles Collins
Business Processes Task Force - Chair

Yuka Nakahara-Goven, MBA, CLU
Business Strategy and Planning Task Force - Chair

Michelle L. Bender, CFP
High-Net-Worth Client Acquisition Task Force - Chair


會員資源最佳實務第三分會

Liew Tze Hung, BA (Hons), AFP
Global Council Member

Tadashi Kawamura, CFP, MBA
Personal Brand Task Force - Chair

Ng Chi Lap Kinson
Staff and Team Development Task Force - Chair

Tan Sheu Chen
Virtual Innovation Task Force - Chair


會員資源最佳實務第四分會

Pu Chen
Global Council Member

Hoyeol Jeong
Business Processess Task Force - Chair

Cheng Huann Yeoh, ChFC, CLU
High-Net-Worth Client Acquisition Task Force - Chair

Katrina Louise L. Yap
Wealth Management Task Force - Chair


會員聯絡交流委員會第一分會 (MCC)

Asvin Chauhan, DipFA, MIFP
Global Council Member
ac@ashleighcourt.com

Yossi Manor
MCC Region A - Region Chair
yossi@manor.co.il

Caio Henrique Cunha
MCC Region B - Region Chair
caio.cunha@b2m-inc.com

Naji A. Haddad
MCC Region C - Region Chair
Naji@naji-haddad.com

Ravi P Rajpal
MCC Zone 4 - South Asia - Zone Chair
askravirajpal@gmail.com

Selena Tonielle Chin
MCC Zone 9 - Caribbean - Zone Chair
selena_chin@sagicor.com

Kyriakos Chatzistefanou, DMS, CMI
MCC Zone 10 - Europe - Zone Chair
kyriakos@chatzistefanou.gr

Fernando A. Gomez
MCC Zone 11 - Latin America - Zone Chair
fernando.abdiel.gomez@gmail.com

Leena Parwani, Cert CI, MBA
MCC Zone 12 - Middle/East Africa - Zone Chair
leenaparwani6@gmail.com

Jenny Brown, CFP, FChFP
MCC Zone 13 - Oceania - Zone Chair
jbrown@jbsfinancial.com.au


會員聯絡交流委員會第二分會 (MCC)

Yuji Uchikawa, AFP
Global Council Member
y.uchikawa@anshinlife-lp.jp

Shuhei Ino
MCC Region D - Region Chair
shuhei.ino@prudential.co.jp

Fang Xie
MCC Region E - Region Chair
xiefang365@126.com

Zuo Jun
MCC Zone 2 - North China - Zone Chair
zuojun5555@163.com

Yue Feng
MCC Zone 2 - South China - Zone Chair
1391623830@qq.com

Benjamin Hok Hei Tam
MCC Zone 3 - Hong Kong - Zone Chair
benjamin.tam@btpartners.co

Kei Yamasaki
MCC Zone 5 - Japan - Zone Chair
kei.yamasaki@gmail.com

In Kyo Kim
MCC Zone 6 - Korea - Zone Chair
tedkim75@naver.com

Yin-Miao Chen
MCC Zone 7 - Taiwan - Zone Chair
vivian.chen@prudential.com

Lim Ren En
MCC Zone 14 - Southeast Asia - Zone Chair
limrenen@gmail.com


會員聯絡交流委員會第三分會 (MCC)

David C. Blake
Global Council Member

Adrian George, CFP, TEP
Community Leaders - Canada - Chair
adrian@playcheques.com

Julianne Hertel, CLTC
Community Leaders - USA - Chair
jhertel@ft.newyorklife.com

Aaron L. Hammer, LUTCF
EDGE and Content Task Force - Chair

Juli Y. McNeely, CFP, CLU
Independent Channel Task Force - Chair


會員部門

Roy John Hall, ADFP
Global Council Member

Rovelita M. Chuaunsu
Bylaws and Ethics Committee - Chair

Todd D. Hruby, LUTCF
Leadership & Volunteer Development Committee - Chair

Rajesh Chheda, ACA, CFP
Membership Committee - Chair


頂尖會員分會

Stephen Kagawa, FSS, LUTCF
Top of the Table Division - Global Council Member and Advisory Board Chair

Simon D. Lister, Dip PFS
Top of the Table Division - Immediate Past Global Council Member and Advisory Board Chair


頂尖會員年會分會

Ryan J. Pinney, LACP
Top of the Table Annual Meeting Division - Divisional Vice President

Daniel Joseph O'Connell Sr., MBA
Top of the Table Main Platform Committee - Chair

Katy Baxter, Dip PFS
Top of the Table Focus Sessions Committee - Chair


頂尖會員參與分會

Mark Neufeld, CFP, CIM
Top of the Table Member Engagement Division - Divisional Vice President

Peter Hill, ChFC
Top of the Table Benchmarking Committee - Chair

Bryson Milley, CFP, CIM
Top of the Table Business Continuity Committee - Chair

Kathleen R. Benjamin, CFP, CPA
Court of the Table Committee - Chair