Karmen Jia Lai

159 Mosel Ave, Staten Island, NY 10304

Financial Services

Fortis Lux Financial Jan 2017 - Dec 2016
Director of Strategic Initiatives and Brokerage Director
Metlife Aug 2015 - Jul 2016
Client Experience Director, Financial Services Representative
Metlife Apr 2014 - Jul 2015
New Business Analyst
V-Promise Insurance Broker Aug 2014 - Dec 2014
Business Consultant
Metlife May 2013 - Mar 2014
Financial Services Representative, Financial Advisor

Columbia Business School 2018 - 2018
English Language Institute College of Staten Island Cuny 2010 - 2012
Bachelors, Bachelor of Science, Economics English Language Institute College of Staten Island Cuny 2005 - 2009
Bachelors, Bachelor of Business Administration, Accountancy, Accounting, Finance New Dorp High School

Wealth Management
Retirement Planning
Insurance
Investments
Income Protection
Investment Strategies
Customer Service
Retail Banking
Cantonese
Mandarin
Long Term Customer Relationships
Mutual Funds
Management
Customer Relationship Management
Financial Services
Life Insurance
Marketing
Social Media Marketing
Entrepreneurship
Creative Campaign Development
Microsoft Office
Strategic Alliances
Digital Strategy
Digital Marketing
Project Management
Sales and Marketing
Email Marketing
Disability Insurance
Analytical Skills
Content Marketing
Fixed Annuities
Youtube
Final Cut Pro
Microsoft Excel
Microsoft Word
Microsoft Powerpoint
Microsoft Outlook
Salesforce Crm
Organization Skills
Leadership
Problem Solving
Broker Dealer
Customer Focused Service
Office Operations
Zoom
Variable Annuities
Options
Wealth Management Services
Equity
Teamwork
Finance

Mandarin
Cantonese

MetLife Premier Client Group of NY

Apr 2014 to 2000
New Business Analyst / Agency Onboarding & Transition
MetLife Premier Client Group of NYC
New York, NY
May 2013 to Apr 2014
Financial Advisor
JPMorgan Chase & Co
New York, NY
Nov 2012 to May 2013
Relationship Banker
MetLife Premier Client Group of NY
New York, NY
Jul 2010 to Nov 2012
Financial Advisor Assistant

The City University of New York, College of Staten Island
2010 to 2012
B.S. in Economics, Finance
College of Staten Island
Staten Island, NY
2005 to 2009
B.B.A. in Accounting

Literacy in Cantonese and Mandarin; MS Word, Excel, PowerPoint, Outlook, and Taleo