Anna Chi Location
- Irvine, CA, US
Anna Chi Work
- 2025 - now Virtual CFO @
- 2018 - now Senior Accountant @
- 2015 - now Staff Accountant @
- 2024 - 2025 Associate @
- 2019 - 2024 Associate @ Goldman Sachs Personal Financial Management
- 2014 - 2015 Staff Accountant @
- 2014 - 2014 Supplemental Instruction Leader for Financial Accounting @ Cypress College
- 2010 - 2013 Financial Account Manager @ Diversified Veterinary Management
- 2006 - 2008 Inner Sales Assistant @ IDEA Inc.
Anna Chi Education
- California State University, Fullerton
Master of Business Administration - MBA
2019 - 2022 - UC Irvine
Bachelor of Arts (B.A.) (Business/Managerial Economics)
2008 - 2012
Anna Chi Skills
- Close Attention to Detail
- General Ledger
- Leadership
- Teamwork
- QuickBooks
- Accounts Receivable
- Instructional Design
- Quicken
- Microsoft Word
- Team Oriented
- Client Relations Skills
- Microsoft Office
- Financial Statements
- Accounts Payable
- Auditing
- Budgets
- Financial Accounting
- Accounting
- Microsoft Excel
- Highly Ambitious
- PowerPoint
- Lacerte
- Sales
- Project Management
- Managing Deadlines
- Organized Multi Tasker
- Highly personable
- Finance
Anna Chi Summary
- Anna Chi, based in Irvine, CA, US, is currently a Virtual CFO at Creative Planning. Anna Chi brings experience from previous roles at United Capital Financial Advisers, LLC, United Capital Financial Advisors, LLC and Goldman Sachs Personal Financial Management. Anna Chi holds a 2019 - 2022 Master of Business Administration - MBA @ California State University, Fullerton. With a robust skill set that includes Close Attention to Detail, General Ledger, Leadership, Teamwork, QuickBooks and more. Anna Chi has 5 emails and 5 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Anna Chi?
Find contact details for 700 million professionals.
Others Named Anna Chi
Anna Chi
Software Engineer
London, GB
Anna Chi
Ecom mkt manager
Shanghai, China
Anna Chi
Adjunct Professor
Los Angeles, CA, US
Anna Chi
Creative Director, Corporate Marketing
Campbell, CA, US
Anna Chi
CEO
Hong Kong
Anna Chi
Product Designer
Bellevue, WA, US
Anna Chi
Clinical Laboratory Assistant I
Fremont, CA, US
Top Creative Planning Employees
Samuel Henson
Chief Legal Officer, Retirement
Kansas City, MO, US
Christopher Pohlman
Managing Director
Chicago, IL, US
Tom Zgainer
Founder AB401k
Scottsdale, AZ, US
Jason Edmonds
Managing Director, Partner
Lawrence, KS, US
James Battmer
Chief Investment Officer
Leawood, KS, US
Matt Pearson
Managing Director
Mercer Island, WA, US
Tim Engeldinger
Chief Executive Officer
Minneapolis, MN, US
Megan Schmitz
Chief People Officer
Leawood, KS, US
Cameron Wrennall
Managing Director
Tampa, FL, US
Chris Johnson
Managing Director and Partner
Atlanta, GA, US
Annie Tronoski
Managing Director
New York, NY, US
Stephanie Trentham
Managing Director
Midlothian, VA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co