Ken Sheng Email & Phone Number
VP, Wealth Management, Financial Consultant @ HSBC
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Ken Sheng Location
- Irvine, CA, US
Ken Sheng Work
- 2016 -now VP, Wealth Management, Financial Consultant @
- 2015 -2016 Financial Advisor at Merrill Lynch @
- 2014 -2015 Financial Advisor @
- 2013 -2014 Counselor and Advisor @
- 2012 -2012 GMDP Marketing and Brand Management Summer Associate (MBA Internship) @
- 2011 -2011 Interim Store Manager @
- 2008 -2011 Assistant Store Manager @
- 2008 -2008 Area Merchandise Manager (Management Trainee) @
- 2007 -2007 Financial Advisor Assistant (Internship) @
- 2007 -2007 Financial Agent Assistant (Internship) @
Ken Sheng Education
- University of Southern California
Bachelor’s Degree (Finance and Management)
- Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.) (Marketing, Business Analytics, and Finance Minor)
- Kelley School of Business, Indiana University
Master (Business Administration; Marketing and Business Analysis Dual Major and Finance Minor)
Ken Sheng Skills
- Financial Planning
- Investments
- Wealth Management
- Retirement Savings
- Asset Management
- Estate Planning
- Finance
- Retirement Income Strategies
- Financial Services
- Leadership
- CRM
- Strategy
- Teamwork
- Consulting
- Financial Analysis
- Management
- Strategic Planning
- Time Management
- Cross-functional Team Leadership
- Sales
- Market Research
- Data Analysis
- Team Leadership
- Sales Management
- Leadership Development
- Business Strategy
- Marketing
- Competitive Analysis
- Entrepreneurship
- Public Speaking
- Change Management
- PowerPoint
- E-commerce
- Social Media
- Project Management
- Marketing Strategy
- Analytics
- Contract Negotiation
- Market Analysis
- Business Analysis
- Social Media Marketing
- Analysis
- Forecasting
- Business Development
- Business Planning
- Marketing Research
- Process Improvement
- Brand Management
- E Commerce
- Cross Functional Team
- Retail
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Cross Functional Team Leadership
- Product Management
- Customer Service
- Product Development
- Pricing
Ken Sheng Summary
- Ken Sheng, based in Irvine, CA, US, is currently a VP, Wealth Management, Financial Consultant at HSBC. Ken Sheng brings experience from previous roles at Merrill Lynch, Edward Jones Investments, Advance Academy USA and Whirlpool Corporation. Ken Sheng holds a Bachelor’s Degree in Finance and Management @ University of Southern California. With a robust skill set that includes Financial Planning, Investments, Wealth Management, Retirement Savings, Asset Management and more. Ken Sheng has 5 emails and 2 mobile phone numbers on RocketReach.
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