Jia Luo Email & Phone Number
VP and Senior Wealth Investment Manager @ Wells Fargo
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Jia Luo Location
- Long Beach, CA, US
Jia Luo Work
- 2001 -now VP and Senior Wealth Investment Manager @
- 1997 -2000 Investment Consultant @ Authur Andersen LLP
- 1994 -1997 Financial Analyst and Accountant @ West Publishing
- 1993 -1994 Assistant Controller @ Dublin Productions
Jia Luo Education
- University of St Thomas, Graduate School of Business 1991-1994
- Beijing International Studies University 1984-1987
- Sichuan International Studies University 1978-1982
Jia Luo Skills
- High Net Worth Individuals
- Investments
- Financial Advisory
- IRAs
- Asset Allocation
- Alternative Investments
- Wealth Management
- Investment Strategies
- Mutual Funds
- Fiduciary
- Portfolio Management
- Fixed Income
- Asset Managment
- Equity Research
- Banking
- Sales
- Strategic Planning
- Services
- Financial Services
- Customer Service
- Financial Reporting
- Research
- Wealth Management Services
- Business Development
- Analysis
Jia Luo Summary
- Jia Luo, based in Long Beach, CA, US, is currently a VP and Senior Wealth Investment Manager at Wells Fargo. Jia Luo brings experience from previous roles at Authur Andersen LLP, West Publishing and Dublin Productions. Jia Luo holds a 1991 - 1994 University of St Thomas, Graduate School of Business. With a robust skill set that includes High Net Worth Individuals, Investments, Financial Advisory, IRAs, Asset Allocation and more. Jia Luo has 2 emails and 2 mobile phone numbers on RocketReach.
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Jia Luo
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