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George Strong Location
Los Angeles, CA, US
George Strong Work
2017 -now Managing Principal and Wealth Management Advisor @
2009 -2017 Managing Principal and Wealth Management Advisor @
2007 -2009 Financial Advisor @
2005 -2007 Financial Advisor @
2004 -2005 Financial Advisor Trainee @
2003 -2004 Director of Special Projects @ AdVantage Partners IP, LLC
2002 -2003 Investment Associate @
George Strong Education
University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.) (Investments and Financial Markets)
2010-2013
Vanderbilt University
Bachelor's Degree (Human and Organizational Development)
1996-2001
Polytechnic School
High School
1995-1996
Phillips Academy 1993-1995
George Strong Skills
Wealth Management
Independent Financial Advice
Investment Management
Investment Advisory
Financial Advisory
Financial Planning
Retirement Planning
Retirement Income Strategies
Wealth Preservation
Charitable Trusts
Offshore Trusts
Financial Services
Investment Strategies
Portfolio Management
Portfolio Optimization
Asset Management
Asset Allocation
Hedging
Risk Management
Equity Derivatives
Options
Options Strategies
Index Options
High Net Worth Individuals
Key Client Relationships
Customer Relationship Management (CRM)
Accounting
Financial Markets
Investments
Equities
Securities
ETFs
Mutual Funds
Fixed Income
Managed Futures
Alternative Investments
Venture Capital
Private Equity
Finance
Financial Modeling
Valuation
Financial Analysis
Strategic Financial Planning
Corporate Finance
Capital Markets
Stock Compensation
Technical Analysis
FINRA
Series 7
Uniform Combined State Law
Public Speaking
Protective Puts
Sales
Bloomberg
Options Enhanced Equity
Business Development
Asset Managment
Microsoft Office
Covered Calls
Microsoft Word
Portfolio Hedging And Risk Mitigation Strategies
Etf
Option Spreads And Combos
George Strong Summary
George Strong, based in Los Angeles, CA, US, is currently a Managing Principal and Wealth Management Advisor at Strong Wealth Management, LLC. George Strong brings experience from previous roles at Strong Wealth Management, LLC, Merrill Lynch, Pierce, Fenner & Smith and Morgan Stanley. George Strong holds a 2010 - 2013 Master of Business Administration (M.B.A.) in Investments and Financial Markets @ University of Southern California - Marshall School of Business. With a robust skill set that includes Wealth Management, Independent Financial Advice, Investment Management, Investment Advisory, Financial Advisory and more. George Strong has 3 emails on RocketReach.
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