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
- 2020 -now Wealth and Business Advisor @
- 2016 -2020 Board of Governors @
- 2016 -2019 Senior Wealth Manager @
- 2013 -2016 Senior Portfolio Manager, Senior Investment Officer @
- 2010 -2013 Personal Investment Portfolio Manager @
- 2007 -2010 Associate Personal Investment Portfolio Manager @
- 2004 -2007 Portfolio Management Associate @
- 2001 -2004 Account Administrator @
- 1999 -2001 Trader and Operations @ Curren and Company
- 1998 -1999 Registered Representative @ Fortis Investors
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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