Jean Kim-Wall's Location
Los Angeles, CA, US
Jean Kim-Wall's Work
- Managing Director, Wealth Strategist @ Merrill Lynch
- Attorney @ Law Office of Jean Y. Kim
- Senior Vice President, Wealth Strategist @ Bank of America
- Vice President, Wealth Planning Strategist @ Wells Fargo Private Bank
- Attorney @ Law Office of Jean Y. Kim
- Senior Associate, Personal Financial Services @ PwC
- Law Clerk @ John J. Barcal, Inc.
Jean Kim-Wall's Education
- USC Gould School of Law
JD/MBT (Law, Taxation)
1996 - 1999 - UC San Diego
B.A. (Psychology)
1992 - 1995
Jean Kim-Wall's Skills
- Estate Planning
- High Net Worth Individuals
- Personal Finance
- Trusts
- Strategic Financial Planning
- Wealth Management Services
- Financial Planning
- Philanthropy
- Microsoft Excel
- Project Management
Jean Kim-Wall's Summary
Jean Kim-Wall, based in Los Angeles, CA, US, is currently a Managing Director, Wealth Strategist at Merrill Lynch, bringing experience from previous roles at Law Office of Jean Y. Kim, Bank of America Private Bank and Wells Fargo Private Bank. Jean Kim-Wall holds a 1996 - 1999 JD/MBT in Law, Taxation @ USC Gould School of Law. With a robust skill set that includes Estate Planning, High Net Worth Individuals, Personal Finance, Trusts, Strategic Financial Planning and more, Jean Kim-Wall contributes valuable insights to the industry. Jean Kim-Wall has 4 emails and 1 mobile phone number on RocketReach.
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