Lise, CFP, QFE, AEPP, IPP
Agency Director in PT. Prudential Life Assurance
2021 MDRT New Orleans
2020 MDRT Anaheim
2019 MDRT Sydney
2018 MDRT Los Angeles
2017 MDRT Orlando
5-year MDRT, 7 times STAR CLUB, 23 years in PRUDENTIAL, Best MDRT Mentor 2020 - KEPRI Region, MDRT Mentor 2021 - KEPRI Region.
Experience
Agency Director - PT. Prudential Life Assurance
Sep 1998 - Present (23 years)
2018 - Promoted Agency Director
2007 - Promoted Agency Manager
2004 - Promoted Senior Unit Manager
2001 - Promoted Unit Manager
1998 - Financial Advisor
Costing in Finance Departement - PT. Schneider Electric Indonesia
Mar 1997 - Jul 1998 (1 year, 5 month)
Master Data Controller - PT. Panasonic Fujitsu Uchida
Apr 1996 - Mar 1997(1 year)
Staff Faktur - PT. Sumber Baru Motor
Mar 1995 - Mar 1996 (1 year, 1 month)
Licenses and Certifications
2021 Million Dollar Round Table (MDRT) New Orleans
2020 Associate Wealth Planner Syariah (AWP Syariah)
2020 Elite Medical Knowledge of Critical Illness
2020 Inheritance Planning Practitioner (IPP)
2020 Million Dollar Round Table (MDRT) Anaheim
2020 Premier Advisor
2020 Qualified Financial Educator (QFE)
2019 Advanced Medical Knowledge of Critical Illness
2019 Associate Wealth Planner (AWP)
2019 Basic Medical Knowledge of Critical Illness (Heart Attack, Stroke, Breast Cancer, Cervical Cancer)
2019 Expert Medical Knowledge of Critical Illness
2019 Million Dollar Round Table (MDRT) Sydney
2018 Million Dollar Round Table (MDRT) Los Angeles
2017 Million Dollar Round Table (MDRT) Orlando
2015 The Associate Estate Planning Practitioner (AEPP)
2012 Qualified Wealth Planner (QWP)
2011 Certified Financial Planner (CFP)
2011 Registered Financial Planner (RFP)
Accomplishments
Million Dollar Round Table (MDRT)
2021 MDRT New Orleans
2020 MDRT Anaheim
2019 MDRT Sydney
2018 MDRT Los Angeles
2017 MDRT Orlando
Star Club Prudential Indonesia
2019 Star Club Copenhagen
2018 Star Club Berlin
2017 Star Club Paris
2016 Star Club Auckland
2008 Star Club Istanbul
2002 Star Club Istanbul
2001 Star Club Barcelona