- Finance
- Accounting
- Cost
- Activity Analysis
- Accounting and Decision Making
- Managerial Finance
- Sales
- Marketing
- Branding
- Mentorship
- Leadership and Management
- Change Management
- Human Resource Management
- Business English
Master of Business Administration, The University of Hawai’i, at Manoa.
Contact at ask@pansglobal.com
Experiences & Achievements
A 23 year financial and business professional in sales, marketing, new client acquisition, insurance, investment consulting, and alternative project financing for company expansions or startups. Mr. Chuck provides strategic focus and cost effective solutions. He helps to visualize, formalize and realize your ideas from goal to reality. He connects people with what may need
In the 13 years with American Express Financial Advisors, direct AUM was $30 million in investment assets and $60 million in insurance assets. Growth of 275% and 296% in each respectively over the same period. He was part of a 3 man-team that created a new revenue model which consolidated assets and eliminated duplicated costs. The result was controlling in excess of $400 million in assets and insurance under management and increasing cash flow by 20% to 25%.
In Vietnam from 2002, he grew a global network of professionals in banking, asset management, insurance, food and beverage, garment, print media, transportation management, travel industry, property owners, medical institutions, doctors, pharmaceuticals and project developers. Specialized setting up financial service offices in Malaysia, Singapore, Hong Kong, and Thailand and helped launch a Swedish international credit union.
He introduced new financing models specifically for projects to Vietnam. Implemented the process for roughly $40million in projects.
He also has Strong non-profit experience having served several positions on the Board of Directors in the USA for the Lions Club International, Rotary International, Past-President of the Hawaii Island Chamber of Commerce and the Past-President and Director of BIAP/WHAF Organization.
Client list
Vietnam B2B Direct, Viet Capital Bank, FPT, KMS, ASWIG Solutions, TMMC Group, Brain Box, CapitaLand, Talent Link, RMIT, EQUEST, Step English Club, Việt Mỹ VATC, TADA Pharmaceuticals JSC,