Calvin Chung Email & Phone Number
Independent Financial Consultant
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Calvin Chung Location
- Chicago, IL, US
Calvin Chung Work
- 2023 -now Independent Financial Consultant @ Self-employed
- 2015 -now Relationship Manager @
- 2012 -2014 Client Portfolio Manager @
- 2008 -2011 Sector Portfolio Manager @ Solaris Asset Management
Calvin Chung Education
- The University of Chicago Booth School of Business
MBA (Finance)
1995-1997 - Brandeis University
B.A. (Economics)
Calvin Chung Skills
- Business Planning
- Executive Benefit Strategies
- Microsoft Office
- Microsoft Excel
- Equities
- Services
- Long Term Care
- Financial Services
- Leadership
- Asset Management
- Financial Risk Management
- Group Benefit Plans
- Portfolio Management
- Commercial Insurance
- Investments
- Research
- Disability Insurance
- Business Advisory
- Management
- Tactical Asset Allocation
- Estate Planning
- Planning
- Financial Planning
- Qualified Retirement Plans
- Life Insurance
- Financial Modeling
- Irrevocable Life Insurance Trusts
Calvin Chung Summary
- Calvin Chung, based in Chicago, IL, US, is currently a Independent Financial Consultant at Self-employed. Calvin Chung brings experience from previous roles at Lenox Advisors, TIAA-CREF and Solaris Asset Management. Calvin Chung holds a 1995 - 1997 MBA in Finance @ The University of Chicago Booth School of Business. With a robust skill set that includes Business Planning, Executive Benefit Strategies, Microsoft Office, Microsoft Excel, Equities and more. Calvin Chung has 3 emails and 5 mobile phone numbers on RocketReach.
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