Resumes
Resumes
Associate Financial Advisor
View pageLocation:
Alhambra, CA
Industry:
Financial Services
Work:
Ameriprise Financial Services, Inc.
Associate Financial Advisor
Cetera Investment Services
Associate Financial Advisor
Jpmorgan Chase & Co. Aug 2014 - Nov 2016
Private Client Banker, Assistant Vice President
Jpmorgan Chase & Co. Jul 2011 - Aug 2014
Licensed Relationship Banker
Associate Financial Advisor
Cetera Investment Services
Associate Financial Advisor
Jpmorgan Chase & Co. Aug 2014 - Nov 2016
Private Client Banker, Assistant Vice President
Jpmorgan Chase & Co. Jul 2011 - Aug 2014
Licensed Relationship Banker
Education:
California State University, Long Beach 2005 - 2006
Master of Business Administration, Masters, Finance
Master of Business Administration, Masters, Finance
Skills:
Retirement Planning
Investments
Insurance
Retail Banking
Small Business
Private Banking
Customer Service
Mortgage Lending
Investments
Insurance
Retail Banking
Small Business
Private Banking
Customer Service
Mortgage Lending
Languages:
Mandarin
English
Taiwanese
English
Taiwanese
Certifications:
Life Insurance & Ltc
Series 63
Series 6
Series 7
Series 65
Financial Industry Regulatory Authority (Finra)
State of California
Seris 6
Life and Health Insurance
Series 63
Series 6
Series 7
Series 65
Financial Industry Regulatory Authority (Finra)
State of California
Seris 6
Life and Health Insurance