Anna Vo Location
- Irvine, CA, US
Anna Vo Work
- 2025 -now Associate Wealth Advisor @
- 2022 -2025 Client Relationship Associate @
- 2020 -2022 Account Executive @
- 2019 -2020 Mortgage Banker @
- 2018 -2019 Account Executive @
- 2017 -2018 Account Executive @
- 2017 -2017 Loan Portfolio Analyst @ Trinity Financial Services
Anna Vo Education
- California State University - Fullerton
Bachelor of Arts (Business Administration, Accounting, Finance)
2013-2017 - The American Business School of Paris
Bachelors (French, Finance)
2016-2016
Anna Vo Skills
- Microsoft Office
- Customer Service
- Microsoft Excel
- Management
- Microsoft Word
- Leadership
- PowerPoint
- Strategic Planning
- Project Management
- Research
- Office Administration
- Accounts Payable
- Recruiting
Anna Vo Summary
- Anna Vo, based in Irvine, CA, US, is currently a Associate Wealth Advisor at EP Wealth Advisors. Anna Vo brings experience from previous roles at EP Wealth Advisors, Sprout Mortgage, Network Capital Funding Corporation and Stearns Lending (NMLS #1854). Anna Vo holds a 2013 - 2017 Bachelor of Arts in Business Administration, Accounting, Finance @ California State University - Fullerton. With a robust skill set that includes Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word and more. Anna Vo has 3 emails and 1 mobile phone numbers on RocketReach.
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Top EP Wealth Advisors Employees
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Ryan Parker
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Michael McGrath
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Derek Holman
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Brett Davalos
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Justin Mikhalevsky
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Christopher Toumajian
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Clay Zachry
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Alan Berkshire
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Mario Chilin
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Giorgina Nguyen
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Torrance, CA, US
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