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Ruben Sukatendel
Founder
Indonesian citizen, Degree in Accounting from the University of North Sumatra in Medan and earned Accountant of the Ministry of Finance of the Republic of Indonesia in 1999. Having over 13 years of professional experience in the financial industry and the company's Capital Markets and Securities Investment Manager SOE Bank Group with the last position as Fund Manager. During his career as a Fund Manager ever to manage the assets of Rp 6.5 trillion of securities instruments comprising shares, fixed income, and money markets.
The position is currently a career in one of the National Private Investment Managers as Head of Investment is responsible for strategy and investment management, as well as the manufacture of mutual fund products. Learn and pursue the field of Investment and Financial Planning since 2000 by actively participate in various seminars, training, and professional certification.
| Formal Education |
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SE, Ak |
| Permit Capital Market Professional |
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- Wakil Manajer Investasi (WMI)
- Wakil Penjamin Emisi Efek (WPEE)
- Wakil Perantara Pedagang Efek (WPPE)
- Wakil Penjual Efek Reksa Dana (WAPERD) |
| Professional Certification |
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- Certified Financial Planner (CFP®)
- Certified Securities Analyst (CSA®)
- Registered Financial Advisor (RFA®)
- Associate Estate Planning Practitioner (AEPP®)
- Qualified Wealth Planner (QWP™)
- Sertifikasi Konsultan Pajak (Brevet A & B) |
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Sonny Afriansyah
Financial Planner
Indonesian citizen, graduated with a Bachelor of Science from the Department of Mathematics, Faculty of Mathematics and Natural Sciences (Faculty), University of Indonesia. Have professional experience in the financial industry and the company's Capital Markets Group Insurance State banks, Multinational Banks, securities companies and State-owned Bank Investment Managers group, then at the National Private Investment Managers company with his last position as Equity Portfolio Manager em>. Learn and pursue the field of Investment & Financial Planning since 2008 by actively participate in various seminars, training, and professional certification.
| Formal Education |
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S.Si MM |
| Permit Capital Market Professional |
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- Wakil Manajer Investasi (WMI)
- Wakil Penjamin Emisi Efek (WPEE)
- Wakil Penjual Efek Reksa Dana (WAPERD) |
| Professional Certification |
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- Wakil Perantara Pedagang Efek (WPPE)
- Certified Securities Analyst (CSA®)
- Certified Financial Planner (CFP®)
- Associate Wealth Management (AWM)
- Associate Estate Planning Practitioner (AEPP®)
- Qualified Wealth Planner (QWP™)
- Professional Financial Modeller (PFM™)
- Certificate in Life Insurance (CLI) |
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