Jennifer Leong Email & Phone Number

Partner, Wealth Advisor @ Sax Wealth Advisors, LLC

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Jennifer Leong's Location

New York, NY, US

Jennifer Leong's Work

Partner, Wealth Advisor @ Sax Wealth Advisors, LLC
Financial Wellness Contributor @ CARAVAN Wellness
Director, Wealth Advisory @ BakerAvenue Wealth Management

Financial Advisor @ Wells Fargo Advisors
Financial Advisor @ Merrill Lynch

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Jennifer Leong's Education

The Wharton School
(Certified Investment Management Analyst®, CIMA®)
2015 - 2016
College for Financial Planning
(CERTIFIED FINANCIAL PLANNER™, CFP®)
2012 - 2014
George Mason University
Bachelor's Degree (Finance)
2002 - 2007

Jennifer Leong's Skills

Portfolio Management
Certified Investment Management Analyst
Investment Strategies

Portfolio Performance Analysis
Investments
Relationship Management
Socially Responsible Investing
Values Based Investing
Certified Financial Planner
Estate Investment Planning

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Jennifer Leong's Summary

Jennifer Leong, based in New York, NY, US, is currently a Partner, Wealth Advisor at Sax Wealth Advisors, LLC, bringing experience from previous roles at CARAVAN Wellness, BakerAvenue Wealth Management, Wells Fargo Advisors and Merrill Lynch. Jennifer Leong holds a 2015 - 2016 The Wharton School. With a robust skill set that includes Portfolio Management, Certified Investment Management Analyst, Investment Strategies, Portfolio Performance Analysis, Investments and more, Jennifer Leong contributes valuable insights to the industry. Jennifer Leong has 1 email and 1 mobile phone number on RocketReach.

Jennifer Leong Email Address

Found 1 email address listing:

@saxwa.com

Jennifer Leong Phone Number

Found 2 phone numbers:

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