Echo Huang Email & Phone Number
Senior Wealth Manager @ Echo Wealth Management, LLC
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Echo Huang Location
- Saint Paul, MN, US
Echo Huang Work
- 2015 -now Senior Wealth Manager @
- 2020 -2020 Book Author @
- 2005 -2015 Senior Financial Advisor @
- 2003 -2005 Financial Advisor @
- 2000 -2003 Financial Planner @ RSM McGladrey
- 1997 -2000 Senior Tax Specialist @
- 1995 -1997 Cost Accountant @
- 1988 -1991 Accountant @ Bank of China, Shekou Sub-branch
Echo Huang Education
- College for Financial Planning
CFP Courses (Financial Planning and Services)
1999-2000 - Winona State University
Bachelor's degree (Accounting)
1993-1995 - University of Idaho
Bachelor's degree (Finance, General)
1992-1993 - Shenzhen School of Business and Economics
Diploma (Accounting)
1985-1988
Echo Huang Skills
- Finance
- Financial Planning
- Financial Advisory
- Retirement Planning
- Estate Planning
- Investment Advisory
- Investment Management
- Wealth Management
- Portfolio Management
- Tax Planning
- Business Tax Planning
- Tax-advantaged Investment Strategies
- Investments
- Retirement
- Securities
- Leadership
- Business Development
- Marketing
- Budgets
- Management
- Financial Analysis
- Strategy
- Microsoft Excel
- Tax Advantaged Investment Strategies
Echo Huang Summary
- Echo Huang, based in Saint Paul, MN, US, is currently a Senior Wealth Manager at Echo Wealth Management, LLC. Echo Huang brings experience from previous roles at Advantage|ForbesBooks, The Advocate Group, LPL Financial and RSM McGladrey. Echo Huang holds a 1999 - 2000 CFP Courses in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Finance, Financial Planning, Financial Advisory, Retirement Planning, Estate Planning and more. Echo Huang has 1 emails and 1 mobile phone numbers on RocketReach.
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