Bob Fung
About Bob Fung
Bob Fung is a Branch Manager at PFSL Investments Canada Ltd., with a background in accounting and management from the University of Essex. He has over 17 years of experience in the financial services industry and has held various positions at notable companies, including Citi and Ford Motor Company.
Work at Primerica
Bob Fung has held the position of Branch Manager at Primerica Inc. since 2007. He operates within the PFSL Investments Canada Ltd. framework, focusing on financial services in the Toronto, Canada Area. His role involves overseeing branch operations, managing staff, and ensuring compliance with regulatory standards. Fung's extensive experience in the financial sector contributes to his effectiveness in this position.
Education and Expertise
Bob Fung studied at the University of Essex, where he earned a Bachelor of Arts in Accounting and Management from 1998 to 2001. He furthered his education at Middlesex University, obtaining a Master’s degree in Business Information Technology in 2002. Additionally, he completed the Certificate of Financial Advisor (CeFA) program in 2004, enhancing his qualifications in financial advisory services.
Background
Before joining Primerica, Bob Fung gained diverse experience in various roles. He worked as a Car Salesperson at Ford Motor Company from 2003 to 2004. Following this, he held a position at EQS Services in the UK as a sales representative for market distribution from 2004 to 2005. Fung also served as Regional Vice President at Citi from 2004 to 2007, where he managed regional operations in London, United Kingdom.
Previous Work Experience
Bob Fung has a varied work history that includes a brief stint as a Sales Associate at JD Sports Fashion plc in 2004. His early career also included roles in sales and management, which provided him with a solid foundation in customer service and sales strategies. This experience has been instrumental in his subsequent roles in the financial services industry.