Roger Zhang
Planning Director, Estate & Financial Planning Services @Sun Life
West Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2021 — Present
Planning Director, Estate & Financial Planning Services @Sun Life
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Vancouver, BC, CA
EDUCATION
2002 — 2006
Beijing Foreign Studies University
Bachelor
2010 — 2012
Simon Fraser University
Master of Business Administration
ABOUT ROGER ZHANG
Experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Budgeting, Analytical Skills Investment Planning, Tax Planning and Estate Planning. Strong finance professional with a Master of Business Administration focused in Business from Simon Fraser University.
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