Professional Summary

Professional Overview

Edrea Tan is an experienced finance professional currently serving as the Vice President at Alta (formerly Fundnel), a leading investment platform in Singapore. With a strong background in portfolio management and a keen understanding of the financial services industry, she leverages her expertise to drive strategic initiatives and contribute to the company's growth.

Experience Summary

Current Role

As the Vice President at Alta, Edrea oversees a diverse portfolio of investment opportunities, collaborating closely with clients to identify and execute on compelling growth prospects. In this role, she utilizes her analytical acumen and market insights to evaluate investment proposals, assess risk, and recommend strategic allocations. Edrea's leadership has been instrumental in expanding Alta's client base and enhancing the company's reputation as a trusted financial partner.

Career Progression

Prior to her current role, Edrea served as an Assistant Portfolio Manager at AL Wealth Partners, where she played a pivotal role in managing client portfolios and developing innovative investment strategies. Her ability to navigate complex financial landscapes and deliver consistent returns earned her recognition within the firm. Additionally, Edrea gained valuable experience during her internship at the British Chamber of Commerce Singapore (BritCham), where she contributed to the organization's business services operations and fostered cross-cultural collaborations.

Academic Background

Edrea holds a Bachelor's degree in Finance from a renowned university, where she graduated with distinction. Her academic achievements, coupled with her passion for financial markets, have laid a solid foundation for her professional success.

Areas of Expertise

• Portfolio management and investment analysis

• Financial modeling and risk assessment

• Client relationship management and business development

• Strategic planning and execution

• Cross-functional collaboration and team leadership

Professional Impact

Throughout her career, Edrea has demonstrated a track record of delivering tangible results for her clients and contributing to the growth of the organizations she has been a part of. Her ability to identify and capitalize on market opportunities has earned her a reputation as a trusted advisor, and her contributions have had a measurable impact on the performance and profitability of the businesses she has been associated with.

Conclusion

Edrea Tan's versatile skill set, combined with her unwavering commitment to excellence, positions her as a valuable asset in the finance industry. As she continues to excel in her role as Vice President at Alta, she remains focused on driving innovation, fostering client relationships, and contributing to the long-term success of the company and its stakeholders.