Angie Chen's Location
Santa Barbara, California, United States
Angie Chen's Work
- Director of Operations @ Partnervest Advisory Services, LLC
- Administrative Manager @ Partnervest Advisory Services, LLC
- Accounting and Compliance @ Partnervest Advisory Services, LLC
Angie Chen's Education
- University of California, Santa Barbara
Bachelor of Arts ( Communication)
2001 - 2005 - University of California, Santa Barbara
Angie Chen's Skills
- Wealth Management
- Trading
- Asset Allocation
- Data Analysis
- Strategic Planning
- Asset Management
- Mutual Funds
- Investment Advisory
- Sales
- Series 7
Angie Chen's Summary
Angie Chen, based in Santa Barbara, California, United States, is currently a Director of Operations at Partnervest Advisory Services, LLC, bringing experience from previous roles at Partnervest Advisory Services, LLC. Angie Chen holds a 2001 - 2005 Bachelor of Arts in Communication @ University of California, Santa Barbara. With a robust skill set that includes Wealth Management, Trading, Asset Allocation, Data Analysis, Strategic Planning and more, Angie Chen contributes valuable insights to the industry. Angie Chen has 2 emails on RocketReach.
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