Anna Wong's Location
San Jose, CA, US
Anna Wong's Work
- Portfolio Manager @ Lyell Wealth Management
- Vice President, Wealth Manager @ BNY Mellon Wealth Management
- Portfolio Manager @ Atherton Lane Advisers, LLC
- Trust Officer @ First Hawaiian Bank
Anna Wong's Education
- University of Hawaii
Bachelor Of Business Administration (Marketing, Finance)
Anna Wong's Skills
- Portfolio Management
- Wealth Management
Anna Wong's Summary
Anna Wong, based in San Jose, CA, US, is currently a Portfolio Manager at Lyell Wealth Management, bringing experience from previous roles at BNY Mellon Wealth Management, Atherton Lane Advisers, LLC and First Hawaiian Bank. Anna Wong holds a Bachelor Of Business Administration in Marketing, Finance @ University of Hawaii. With a robust skill set that includes Portfolio Management, Wealth Management and more, Anna Wong contributes valuable insights to the industry. Anna Wong has 1 email on RocketReach.
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