Ivy So Email & Phone Number
Financial Advisor, CA Insurance #0B01615 @ Financial Services Company
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Ivy So Location
- Glendale, CA, US
Ivy So Work
- 2008 -now Financial Advisor, CA Insurance #0B01615 @
- 2006 -2008 Associate Vice President of Investments, Financial Advisor @
- 2001 -2006 Associate Vice President of Investments, Financial Advisor @
- 1996 -2001 Associate Vice President of Investments, Financial Advisor @
- 1994 -1996 Senior Account Administrator @ Qualified Pensions, Inc.
- 1991 -1994 Account Administrator @ Bank of Beverly Hills Qualified Plans, Inc.
- 1988 -1991 Senior Financial Representative @
Ivy So Skills
- Leadership
- Microsoft Office
- PowerPoint
- Finance
- Special Projects
Ivy So Summary
- Ivy So, based in Glendale, CA, US, is currently a Financial Advisor, CA Insurance #0B01615 at Ameriprise Financial. Ivy So brings experience from previous roles at H&R Block Financial Advisors merged with Ameriprise Financial, Smith Barney, Morgan Stanley Dean Witter and Qualified Pensions, Inc.. With a robust skill set that includes Leadership, Microsoft Office, PowerPoint, Finance, Special Projects and more. Ivy So has 1 emails on RocketReach.
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