Resumes
Resumes
Hacienda Heights, California
View pageLocation:
2641 Deanne Dr, Hacienda Heights, CA
Industry:
Financial Services
Work:
Nexgen Wealth Management
Financial Advisor
Wells Fargo Advisors Apr 2016 - May 2018
Financial Advisor
Merrill Lynch Feb 2013 - Mar 2016
Financial Advisor
Citi Nov 2011 - Nov 2012
Premier Banker
Cosmo Fiber Corp Aug 2002 - Nov 2011
Ucla Anderson Alum and National Sales Manager
Financial Advisor
Wells Fargo Advisors Apr 2016 - May 2018
Financial Advisor
Merrill Lynch Feb 2013 - Mar 2016
Financial Advisor
Citi Nov 2011 - Nov 2012
Premier Banker
Cosmo Fiber Corp Aug 2002 - Nov 2011
Ucla Anderson Alum and National Sales Manager
Education:
Ucla Anderson School of Management 2006 - 2009
Master of Business Administration, Masters, Real Estate, Management, Finance University of California, Los Angeles 1997 - 2000
Bachelors, Bachelor of Arts, Business Economics
Master of Business Administration, Masters, Real Estate, Management, Finance University of California, Los Angeles 1997 - 2000
Bachelors, Bachelor of Arts, Business Economics
Skills:
Management
Portfolio Management
Finance
Financial Analysis
Investments
Sales
Microsoft Dynamics Sl
Competitive Analysis
Due Diligence
Marketing Strategy
Valuation
Marketing
Business Development
Portfolio Management
Finance
Financial Analysis
Investments
Sales
Microsoft Dynamics Sl
Competitive Analysis
Due Diligence
Marketing Strategy
Valuation
Marketing
Business Development
Languages:
English
Mandarin
Mandarin