Andy Chong Email & Phone Number
Wealth and Business Advisor @ Charlesworth & Rugg, Inc.
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Andy Chong Location
- Los Angeles, CA, US
Andy Chong Work
- Wealth and Business Advisor @ (September 2020 - Present)
- Board of Governors @ (October 2016 - June 2020)
- Senior Wealth Manager @ (January 2016 - January 2019)
- Senior Portfolio Manager, Senior Investment Officer @ (July 2013 - May 2016)
- Personal Investment Portfolio Manager @ (February 2010 - June 2013)
- Associate Personal Investment Portfolio Manager @ (October 2007 - February 2010)
- Portfolio Management Associate @ (July 2004 - September 2007)
- Account Administrator @ (July 2001 - July 2004)
- Trader and Operations @ Curren and Company (August 1999 - June 2001)
- Registered Representative @ Fortis Investors (November 1998 - February 1999)
Andy Chong Education
- University of California, Davis
Bachelor of Arts
1994-1998
Andy Chong Skills
- Wealth Management
- Sales
- Finance
- Customer Service
- Service Social Du Travail
- Portfolio Management
- Microsoft Office
- Business Analysis
- Alternative Investments
- Equity Valuation
- Economics
- Fixed Income
- Apl
- Bonds
- Lotus Notes
- Wealth Management Services
- Capital Markets
- Investments
- Bloomberg
- Private Wealth Management
- Financial Risk
- Relationship Management
- Asset Allocation
- Investment Advisory
- Financial Services
- Asset Managment
- Equities
- Mutual Funds
- Equity Research
- High Net Worth Individuals
- Investment Strategies
- Bloomberg Terminal
- Asset Management
- Reuters
- Financial Analysis
- ETFs
- Trading
- Series 7
- Securities
- Financial Markets
- Investment Management
Andy Chong Summary
- Andy Chong, based in Los Angeles, CA, US, is currently a Wealth and Business Advisor at Highline Wealth Partners. Andy Chong brings experience from previous roles at CFA Society Los Angeles, BNY Mellon and Northern Trust. Andy Chong holds a 1994 - 1998 Bachelor of Arts @ University of California, Davis. With a robust skill set that includes Wealth Management, Sales, Finance, Customer Service, Service Social Du Travail and more. Andy Chong has 1 emails and 2 mobile phone numbers on RocketReach.
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