Resumes
Resumes
Wealth And Personal Banking
View pageLocation:
3084 north Front St, Hercules, CA 94547
Industry:
Investment Management
Work:
Westmount Asset Management since 2007
Sr. Portfolio Manager
Charles Schwab Dec 1993 - Jun 2006
VP
Sr. Portfolio Manager
Charles Schwab Dec 1993 - Jun 2006
VP
Education:
Loyola Marymount University, College of Business Administration
MBA, Entrepreneurship, Finance University of California, San Diego
BA, Political Science, Chinese Studies
MBA, Entrepreneurship, Finance University of California, San Diego
BA, Political Science, Chinese Studies
Skills:
Private Wealth Management
Financial Planning
Asset Allocation
Tactical Asset Allocation
Alternative Investments
Mandarin
Strategic Financial Planning
Investments
Investment Strategies
Asset Management
Investment Management
Investment Advisory
Wealth Management Services
Portfolio Management
Financial Planning
Asset Allocation
Tactical Asset Allocation
Alternative Investments
Mandarin
Strategic Financial Planning
Investments
Investment Strategies
Asset Management
Investment Management
Investment Advisory
Wealth Management Services
Portfolio Management
Interests:
Poverty Alleviation
Social Services
Education
Social Services
Education
Languages:
English
Certifications:
Certified Financial Planner (Cfp®)