John Wong Email & Phone Number
CEO and Founder @ Northstar Advisory Services
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John Wong Location
- Palm Springs, California, United States
John Wong Work
- CEO and Founder @ (January 2017 - Present)
- Chief Compliance Officer @ (January 2011 - January 2017)
- Portfolio Control Manager and AVP @ (January 1990 - January 2009)
- Global Account Officer @ (January 1987 - January 1990)
John Wong Education
- University of California, Berkeley
BA (Economics)
- Association of Certified Fraud Examiners
Certified Fraud Examiner (CFE®) (Financial Forensics and Fraud Investigation)
2017 - Institute of Internal Auditors
Certified Internal Auditor (CIA®) (Internal Auditing)
2010 - University of California, Los Angeles
Management coursework
John Wong Skills
- Compliance
- Risk Assessment
- Fraud Detection
- Internal Audit
- Internal Controls
- Microsoft Excel
- Adobe Acrobat
- Microsoft Word
- Microsoft PowerPoint
- Wealth Management
- Risk
- Portfolio Management
- Financial Risk
- Microsoft Office
- Leadership
- Account Management
- Customer Service
- Entrepreneurship
- Acts
- SEC
- Market
- Insurance
- Community
- Wealth Management Services
- Cost
- Mentoring
- Compliance Testing
- Finance
- Foreign Exchange
- Proxy
- Client Accounts
- Savings
- Singapore
- Procedure Review
- Third Party
- Regulatory Compliance
- Travel
- Film
- Securities Lending
- Management
- Regulatory Guidelines
- Outsourcing
- Corporate Actions
- Mars
- Checking
- Custodians
- Investment Management
- Rules
- Committees
- Auditing
- Proxy Voting
- Subscriptions
- Formulate
- Uptime
- Settlement
- Volunteering
- Encouragement
- Fundraising
- Asset Allocation
- Strategy
- Testing
- Training
- Wealth
- Corporate Governance
- Radio
- Wine
- Global Custody
- Portfolio Managers
- Quality Control
- Research
- System Monitoring
- Reporting
- Stakeholders
- Capital
- Pbs
- Board of Directors
- Analysis
- Campaigns
- Billing Systems
- Mindset
- London
- Los Angeles
- Economics
- Fixed Income
- Yahoo
- Accountability
- Cooking
- Debate
- Client Services
- Communication
- Internal Compliance
- Suite
- Marketing
- Hiking
- Governance
- Business Performance Management
- Hedging
- Responsibility
- Banking
- Google Groups
- Literacy
- Portfolio
- Private Clients
- Tax
- Electronics
- Investments
- Global Management
- Solicitors
- Guidelines
- Human Rights
- Equities
- Mutual Funds
- San Francisco
- Berkeley
- Business Continuity
- Rate
- Mitsubishi
- Budgets
- Legacy Systems
- Culture
- Problem Solving
- Trading
- Meetings
- SAS70
- Retirement
- Order Processing
- Investment Decisions
- Coordinated
John Wong Summary
- John Wong, based in Palm Springs, California, United States, is currently a CEO and Founder at Northstar Advisory Services. John Wong brings experience from previous roles at Integrated Wealth Management, Capital Group and MUFG. John Wong holds a BA in Economics @ University of California, Berkeley. With a robust skill set that includes Compliance, Risk Assessment, Fraud Detection, Internal Audit, Internal Controls and more. John Wong has 1 emails and 1 mobile phone numbers on RocketReach.
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John Wong
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