Jonathan Chang Email & Phone Number
Senior Vice President, Wealth Management Advisor @ Merrill Lynch
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Jonathan Chang Location
- Newport Beach, CA, US
Jonathan Chang Work
- Senior Vice President, Wealth Management Advisor @ (October 2009 - Present)
- Vice President, Financial Advisor @ (July 2003 - October 2009)
Jonathan Chang Education
-
Business Finance
- California State University, Fullerton
Jonathan Chang Skills
- Financial Planning
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Estate Planning
- Credit
- Strategic Financial Planning
- Investment Management
- Wealth Management
- Investments
- Portfolio Management
- Series 63
- Financial Advisory
- Insurance
- Alternative Investments
- Retirement
- Investment Advisory
- Financial Planners
- Mutual Funds
- Uniform Combined State Law
- Series 7
- Asset Management
- Wealth Management Services
- Finance
- SAS programming
- SQL
- Modeling
- Credit Analysis
- Strategic Analytics
- Analysis
- Data Analysis
- Financial Modeling
- Management
Jonathan Chang Summary
- Jonathan Chang, based in Newport Beach, CA, US, is currently a Senior Vice President, Wealth Management Advisor at Merrill Lynch. Jonathan Chang brings experience from previous roles at Banc of America Investments. Jonathan Chang holds a Business Finance. With a robust skill set that includes Financial Planning, Retirement Planning, Asset Allocation, Investment Strategies, Estate Planning and more. Jonathan Chang has 4 emails and 3 mobile phone numbers on RocketReach.
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