Joe Wong's Location
Calgary, AB, CA
Joe Wong's Work
- Senior Portfolio Manager @ ATB Wealth
- Senior Portfolio Manager @ QS Investors, LLC
- Senior Solutions Manager @ Wells Fargo
- Director, Asset Allocation @ Financial Services Company
- Portfolio Consultant Lead @ BlackRock
- Portfolio Manager, Strategic Asset Allocation @ QS Investors, LLC
- Director, Portfolio Manager and Analyst, Asset Allocation Strategies @ DWS Group
- Quantitative Analyst @ Macquarie Group
Joe Wong's Education
- University of New South Wales
Master of Commerce (Econometrics and Finance)
1994 - 1995 - Macquarie University
Bachelor of Economics (Actuarial Studies)
1989 - 1991
Joe Wong's Skills
- Data Analysis
- Mutual Funds
- Portfolio Optimization
- Financial Risk
- Hedge Funds
- Asset Allocation
- Financial Modeling
- Quantitative Analysis
- Microsoft Excel
- Valuation
Joe Wong's Summary
Joe Wong, based in Calgary, AB, CA, is currently a Senior Portfolio Manager at ATB Financial, bringing experience from previous roles at QS Investors, LLC, Wells Fargo, Ameriprise Financial Services, Inc. and BlackRock. Joe Wong holds a 1994 - 1995 Master of Commerce in Econometrics and Finance @ University of New South Wales. With a robust skill set that includes Data Analysis, Mutual Funds, Portfolio Optimization, Financial Risk, Hedge Funds and more, Joe Wong contributes valuable insights to the industry. Joe Wong has 2 emails on RocketReach.
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