Joe Chi Email & Phone Number
Wealth Management Advisor @ CFA Institute
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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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