David Ooi
5 Stones Family Office, Private Wealth Advisor
- Role
- Advisor at Pacific Insurance Group Usa
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About David Ooi
We provide solutions for High Net-worth Global Citizen in Asset Protection and succession…
Experience
Advisor
Jul 2015 — Present
Education on Tax | Smart Money Investment | Tax Free Retirement Plans | Life Insurance | Irrevocable Life Insurance Trust(ILIT)
Education
Columbia International University
Master’s Degree, Missions, Intercultural Studies & TEFL
1998 — 2000
Skills
- Church Moblization & Multiplication
- Finance
- Project Management
- Discipleship & Church Planting
- Tax Advisory
- Leadership Development
- Corporate Law
- Leadership
- Retirement Planning
- Expository Preaching
- Public Speaking
- Missiology
- Financial Management Services
- Event Planning
- Team Building
- Management
- Financial Planning
- Nonprofits
- Cross-Cultural Communication Skills
- Training
- Organizational Leadership
- Entrepreneurship
- Strategy
- Strategic Planning
- Insurance
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