Joe Chi Location
- Los Angeles, CA, US
Joe Chi Work
- now Wealth Management Advisor @
- 2017 - now Wealth Management Advisor @
- 2015 - 2017 Vice President, Senior Private Client Advisor @
- 2013 - 2015 Financial Advisor @
- 2006 - 2011 Associate @
- 2005 - 2006 Licensed Banker @
Joe Chi Education
- University of Southern California
Master of Business Administration (MBA) (Marketing and Finance)
2010 - 2012 - UC Irvine
Bachelor of Arts (B.A.) (Philosophy)
1998 - 2002
Joe Chi Summary
- Joe Chi, based in Los Angeles, CA, US, is currently a Wealth Management Advisor at Cfa Institute. Joe Chi brings experience from previous roles at 1st Global, BNP Paribas Wealth Management, Oppenheimer & Co. Inc. and Commonfund. Joe Chi holds a 2010 - 2012 Master of Business Administration (MBA) in Marketing and Finance @ University of Southern California. Joe Chi has 5 emails and 5 mobile phone numbers on RocketReach.
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Top CFA Institute Employees
Thomas Berry
Managing Director, Marketing, Customer Experience and Events
New York, United States
Randi Tolber
Managing Director
Charlottesville, VA, US
Dan Taron
Chief Financial Officer
Denver, CO, US
Joi Mar
Managing Director
Huntington Beach, CA, US
Ravi Raghavan
Chief Information Security Officer
United States
Anne Fahlgren
Senior Head, General Manager, CFA Program
New York, NY, US
Jeff Diermeier
President and CEO
Charlottesville, VA, US
Caroline Worrall
President
Gainesville, FL, US
Margaret Franklin
Former President and CEO | Current Advisor
Charlottesville, VA, US
Steven Cima/Cgma
Chief Financial Officer
Ponte Vedra Beach, FL, US
Andrew Rome
Chief People Officer
Charlottesville, VA, US
Rob Langrick
Chief Product Advocate
New York, NY, US
Sharon Murphy
Chief Operating Officer
Chicago, IL, US
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