[Online & Offline ] The ABCs of Green Cards: How to Apply, Global Tax Implications, and Financial Planning Advice Go back »
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Time2020-08-24 | 16:00 - 17:15
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Venue:Zoom/European Chamber Shanghai Office Unit 2204
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Address:
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Fee:Members: 100 RMB |
Non Members: 200 RMB
Speakers
Ms. Yvonne Li
Ms. Yvonne Li currently serves as Vice Chair of the Human Resources Working Group. Yvonne is currently Senior BP at CDP Group Limited. In the past, she worked as National Education Manager for L’Oreal Professionnel, China, providing B2B technical training service to enable its hair beauty business across China. She also advises her industry clients on talent management strategy and practices as an enabler of business growth & excellence. Prior to her L’Oreal function, she has been an HR manager for 6 years with Bayer, covering roles in Recruitment, Training, People Development, Shared Services Center, etc. One of her accountabilities was to manage Bayer’s corporate and vocational schools where graduates with customized corporate work process training will be directly recruited as operational work force. Prior to her MNC work, Yvonne was a Learning & Development consultant for 8 years delivering leadership development programs, and a teacher with Shanghai Science & Technology University for 6 years, where was voted as a model teacher for her clear and concise teaching.
Ms. Ray Xia
Ray Xia is a Manager with PwC China Global Mobility Services, specialising in Immigration Services. Ray has been with PwC Shanghai GMS team since 2014, and was seconded to PwC Kuala Lumpur office for a 6-month assignment handling global mobility consulting and immigration work. Ray has extensive knowledge and experience in immigration. She advises immigration matters to many well-known multinational companies in various industries, including banking, car manufacturing, telecommunication, engineering and etc. Ray can manage large scale immigration projects for new business operations across the globe, including liaising with local government. Ray holds a Master of Business Administration and a Bachelor degree with honours in Accounting from Pace University.
Ms. Gertie Chen
Gertie has nearly 20 years consulting experience and has advised many multinational companies and domestic companies on global mobility policy for different types of assignment, remuneration approach as well as the mobility process and assignment management. She also helps companies and executives to develop tax efficient remuneration strategies, long term incentive program and employment/deployment structure. She is a regular speaker in public seminars and workshops. She is certified as Global Professional in Human Resources (GPHR) by the Society for Human Resource Management in the USA.
Mr. Jordan Donald
Jordan Donald began his career in the financial services industry in Ireland working for Fidelity Investments before moving to Shanghai in 2018 as a financial planner of Infinity Financial Solutions.
As an Independent Financial Planner, Jordan works with expatriate clients to meet their financial planning needs, concentrating on both wealth creation and wealth protection. Jordan strives to build meaningful, long-lasting relationships with his clients, who are situated across China as well as globally.
Jordan believes in maintaining the highest ethical standards in the financial services industry and is an active member of the Chartered Insurance Institute. A Mandarin speaker, Jordan is passionate about all things China and Chinese culture. He also regularly blogs about Financial Planning and is a frequent speaker on podcasts, webinars, and events in China covering personal finance topics.