Casey Wai

Current

• Head, Training & Business Development at Wai & Associates

Past

• Financial Consultant at Wai & Associates
• Legal Assistant (Attachment) at Tan Chuan Yong & S.M. Chan (Advocates & Solicitors)

Education

• College of Law
• Monash University

Recommended

3 people have recommended Casey

Connections

29 connections

Industry

Financial Services

Websites

• My Company

Casey Wai’s Summary

Recently promoted to Head of Training & Business Development.

Responsible for the development and expansion of the business and managing the needs of our clients. Managing, training and motivating our professional team of advisors to give the best of their abilities in meeting the specific goals and needs of our clients.

Casey Wai’s Specialties:

Wealth, acquisition and investment services.

We provide a wide range of financial solutions for our clients including insurance and protection planning, risk management, wealth acquisition and preservation, acquisition of assets, estate and mortgage planning, employee benefits.

Casey Wai’s Experience

• Head, Training & Business Development

  Wai & Associates

  (Financial Services industry)

  March 2009 — Present (10 months)

  In charge of leading the new team of sales professionals, new business development, motivating, monitoring and team building.

• Financial Consultant

  Wai & Associates

  (Privately Held; Financial Services industry)

  March 2007 — March 2009 (2 years 1 month)

  Wealth, acquisition and investment services.

• Legal Assistant (Attachment)

  Tan Chuan Yong & S.M. Chan (Advocates & Solicitors)

  (Partnership; 11-50 employees; Legal Services industry)

  December 2005 — February 2006 (3 months)

  Conveyancing and Litigation related work

Casey Wai’s Education

• College of Law

  Practical Legal Training Programme , Law , 2008 — 2009

• Monash University

  Bachelor of Laws/Bachelor of Business Systems , Law, IT, Finance, Business , 2002 — 2007

  Bachelor of Business Systems (2002-2007)
  Bachelor of Laws (2002-2007)

  Activities and Societies:

  Student Life, Tennis Club

Additional Information

Casey Wai’s Websites:

• My Company

Casey Wai’s Interests:

IT, finance, investments, career opportunies, business

Casey Wai’s Groups:

RLC

•    Wai & Associates

Casey Wai’s Honors:

Gold Medalist Computer Award 1999 (University of New South Wales, Australia) – 1 of 10 winners in Asia of 1999
Top 10 Programming Award 2002 (Monash Business Systems Faculty)

Casey Wai’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch