Bill Chiu Email & Phone Number
SVP-Senior Financial Advisor @ Merrill Lynch
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Bill Chiu Location
- Los Angeles, CA, US
Bill Chiu Work
- SVP-Senior Financial Advisor @ (September 2005 - Present)
Bill Chiu Education
- California State Polytechnic University-Pomona
Bachelor of Science - BS (Finance and Economics)
2004-2005 - Pasadena City College
Associate's degree (Accounting and Finance)
2002-2003
Bill Chiu Skills
- Retirement Planning
- Estate Planning
- Wealth Management Services
- Strategic Financial Planning
- Asset Managment
- Series 7
- Mutual Funds
- Fixed Income
- Asset Management
- Life Insurance
- Wealth Management
- Finance
- Uniform Combined State Law
- Series 63
- 401k
- Securities
- Series 65
- Asset Allocation
- Portfolio Management
- Investments
- Alternative Investments
- Long Term Care Insurance
- Investment Advisory
- Retirement
- Financial Advisory
- Financial Planning
- Team Building
- Accounting
- Sales
- Microsoft Excel
- Customer Service
- Management
- Project Management
Bill Chiu Summary
- Bill Chiu, based in Los Angeles, CA, US, is currently a SVP-Senior Financial Advisor at Merrill Lynch. Bill Chiu holds a 2004 - 2005 Bachelor of Science - BS in Finance and Economics @ California State Polytechnic University-Pomona. With a robust skill set that includes Retirement Planning, Estate Planning, Wealth Management Services, Strategic Financial Planning, Asset Managment and more. Bill Chiu has 2 emails and 1 mobile phone numbers on RocketReach.
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