Kay Oh's Location
Salinas, CA, US
Kay Oh's Work
- Paraplanner @ Integris Wealth Management
- B and D Internal Sales Consultant @ Vanguard
- Brokerage Associate @ Vanguard
- Fundraising Campaign Manager @ Valley of the Sun United Way
- Client Relations Associate @ Vanguard
- Marketing Services Intern @ Graniterock
- Marketing Intern @ Natural Medical Solutions
- Marketing Intern @ FireEar, Inc.
Kay Oh's Education
- University Of California - Santa Cruz
Bachelor of Arts (Economics)
2009 - 2013
Kay Oh's Skills
- Customer Service
- Sales
- Equity Trading
- Asset Lead Development
- Project Management
- Financial Guidance
- Training Delivery
- Financial Services
- Service Recovery
- Fundraising
Kay Oh's Summary
Kay Oh, based in Salinas, CA, US, is currently a Paraplanner at Integris Wealth Management, bringing experience from previous roles at Vanguard and Valley of the Sun United Way. Kay Oh holds a 2009 - 2013 Bachelor of Arts in Economics @ University Of California - Santa Cruz. With a robust skill set that includes Customer Service, Sales, Equity Trading, Asset Lead Development, Project Management and more, Kay Oh contributes valuable insights to the industry. Kay Oh has 1 email on RocketReach.
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