Resumes
Resumes
Private Wealth Manager
View pageLocation:
22928 Kathryn Ave, Torrance, CA 90505
Industry:
Financial Services
Work:
Creative Planning Inc.
Private Wealth Manager
Halbert Hargrove Aug 2015 - Jun 2018
Wealth Advisor
Private Wealth Manager
Halbert Hargrove Aug 2015 - Jun 2018
Wealth Advisor
Education:
University of California, Los Angeles 2016 - 2016
University of California, Berkeley, Haas School of Business 2005 - 2009
Bachelors, Bachelor of Science, Finance
University of California, Berkeley, Haas School of Business 2005 - 2009
Bachelors, Bachelor of Science, Finance
Interests:
Children
Education
Education
Certifications:
Cfa Charterholder
Chartered Financial Analyst
Certified Financial Planner
Chartered Financial Analyst
Certified Financial Planner
Yuyen Chang
View page
Yuyen Chang Fremont, CA
View pageWork:
Provident Funding Associates
Jul 2009 to Present
Credit Analyst
Taiwanese Student Association
Sep 2005 to Jul 2009
Treasurer
Merrill Lynch
Jun 2008 to Aug 2008
Wealth Management Intern
A.G. Edwards and Sons
Nov 2007 to May 2008
Equity Research Intern
Children's Hospital Oakland Research Institute
Feb 2006 to May 2008
Admin Assistant
Jul 2009 to Present
Credit Analyst
Taiwanese Student Association
Sep 2005 to Jul 2009
Treasurer
Merrill Lynch
Jun 2008 to Aug 2008
Wealth Management Intern
A.G. Edwards and Sons
Nov 2007 to May 2008
Equity Research Intern
Children's Hospital Oakland Research Institute
Feb 2006 to May 2008
Admin Assistant
Education:
Haas School of Business, University of California, Berkeley
Berkeley, CA
2005 to 2009
BS in Business Administration - focus in Finance
Berkeley, CA
2005 to 2009
BS in Business Administration - focus in Finance