Boris Wong Email & Phone Number
Senior Manager - Wealth Planning Research @ Vanguard
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Boris Wong Location
- Malvern, PA, US
Boris Wong Work
- Senior Manager - Wealth Planning Research @ (December 2023 - Present)
- Senior Wealth Planning Strategist @ (May 2023 - December 2023)
- Wealth Planning Research Specialist @ (August 2018 - April 2023)
- Investment Analyst @ (August 2017 - August 2018)
- Ph.D. Student and Teaching Assistant @ (September 2011 - June 2017)
- College Marketing Associate @ Manhattan GMAT (June 2009 - June 2011)
Boris Wong Education
- The American College of Financial Services
Wealth Management Certified Professional®
2017-2018 - University of California, San Diego
Doctor of Philosophy (Ph.D.) (Economics)
2011-2017 - UC Irvine
Bachelor of Science (B.S.) (Mathematics; Bachelor of Arts (B.A.), Quantitative Economics)
2007-2011 - UC Santa Barbara
American Economic Association Summer Training Program
2010-2010 - University of California, Berkeley
Explorations in Statistics Research
2009-2009
Boris Wong Summary
- Boris Wong, based in Malvern, PA, US, is currently a Senior Manager - Wealth Planning Research at Vanguard. Boris Wong brings experience from previous roles at Vanguard and UC San Diego. Boris Wong holds a 2017 - 2018 Wealth Management Certified Professional® @ The American College of Financial Services. Boris Wong has 2 emails and 1 mobile phone numbers on RocketReach.
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