Resumes
Resumes
Branch Manager - Financial Advisor
View pageLocation:
77 Fairway Dr, Daly City, CA 94015
Industry:
Financial Services
Work:
Raymond James
Branch Manager - Financial Advisor
Charles Schwab Nov 2007 - May 2013
Vice President and Financial Consultant
Td Jul 1998 - Jun 2003
Sales Director
Charles Schwab Dec 1994 - Jun 1998
Senior Investment Specialist
Branch Manager - Financial Advisor
Charles Schwab Nov 2007 - May 2013
Vice President and Financial Consultant
Td Jul 1998 - Jun 2003
Sales Director
Charles Schwab Dec 1994 - Jun 1998
Senior Investment Specialist
Education:
San Francisco State University, Lam Family College of Business 2001 - 2002
Master of Business Administration, Masters, Finance University of California, Berkeley 1984 - 1989
Bachelors, Bachelor of Science, Chemical Engineering San Francisco State University
Master of Business Administration, Masters, Finance University of California, Berkeley 1984 - 1989
Bachelors, Bachelor of Science, Chemical Engineering San Francisco State University
Skills:
Series 7
Asset Allocation
Wealth Management
Series 63
Investment Advisory
Investment Strategies
Etfs
Mutual Funds
Retirement Planning
Finra
Alternative Investments
Investment Management
Wealth Management Services
Retirement
Securities
Asset Allocation
Wealth Management
Series 63
Investment Advisory
Investment Strategies
Etfs
Mutual Funds
Retirement Planning
Finra
Alternative Investments
Investment Management
Wealth Management Services
Retirement
Securities
Interests:
Animal Welfare
Environment
Science and Technology
Environment
Science and Technology
Languages:
Mandarin
Certifications:
Cfp®
Ellen Ching
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Ellen Ching
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