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Metro Institute
of Financial Services


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    Faculty of the Institute


    All the programs are conducted by high quality personnel. The directors and instructors of the institute have strong background in both academy studies and working experiences.

    Chairman of the Institute
    Dr. Thomas Hopkins, JD,CPA, Board Certified Specialist in Estate Planning, sixteen years experiences as a in house attorney for insurances companies, five years in local law firm, specialized in estate planning.

    Dean of school
    Dr. Diana Lopez, Ph. D in Education, seven years as an administrator and four years as a dean for wilforson College. Specialized in education administration.

    Director of Professional Training
    Jesse Wang, Master of Art in Economics, Life Underwrite Training Council Fellowship (LUTCF), Member of General Agency Management Association (GAMA). In the ten years service for Metropolitan Life Insurance Company, the America's largest life insurance company, Mr. Zhang was a Leaders Conference qualifier for three time on the roll when he was a sales representative. In 1998, he was promoted as agency director responsible for recruiting, selecting, training and performance management. He was a Management Leaders Conference qualifier.

    Director of Financial Training
    Kelvin Moore, MBA, Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Member of AICPA. Eleven years public accounting experiences in Big Five, and eight years in private company as a internal auditor. Seven years part time instructor in community colleges.

    China Affair Coordinator
    Teck H. Tan, Bachelor of Science, twenty nine years experiences in insurance industrial, and nineteen years as a team leader, manager and trainer.

    Student Advisor
    Jack Shah, Master of Art in Educational Foundation, Certified Financial Planner (CFP®), Certified Public Accountant (CPA). Three years financial services for Metropolitan Life Insurance Company, the America's largest life insurance company. Six years experience as a public accountant and two years experience as a controller in private company.

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