Jacky Tam Email & Phone Number
Branch Office Supervisor and Investment Advisor Representative @ Transamerica Financial Advisors, Inc.
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Jacky Tam Location
- Redwood City, CA, US
Jacky Tam Work
- 2012 -now Branch Office Supervisor and Investment Advisor Representative @
- 2001 -2011 Branch Office Manager @ World Group Securities, Inc
Jacky Tam Skills
- 401k
- Budgets
- Coaching
- Customer Service
- Entrepreneurship
- Estate Planning
- Financial Advisory
- Fixed Annuities
- Insurance
- Investments
- Leadership
- Management
- Marketing Strategy
- Mutual Funds
- New Business Development
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Strategic Planning
- Team Building
- Wealth Management
- Banking
- Training
- Microsoft Office
Jacky Tam Summary
- Jacky Tam, based in Redwood City, CA, US, is currently a Branch Office Supervisor and Investment Advisor Representative at Transamerica Financial Advisors, Inc.. Jacky Tam brings experience from previous roles at World Group Securities, Inc. With a robust skill set that includes 401k, Budgets, Coaching, Customer Service, Entrepreneurship and more. Jacky Tam has 3 emails and 3 mobile phone numbers on RocketReach.
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