Kenneth Chiu Email & Phone Number
Registered Representative @ World Financial Group (WFG)
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Kenneth Chiu Location
- San Ramon, CA, US
Kenneth Chiu Work
- Investment Advisor and Branch Office Supervisor @ (March 2013 - Present)
- Registered Representative @ (May 2012 - Present)
- Small Business Specialist @ (November 2010 - December 2011)
- Realtor-Associate and Loan Consultant @ (October 2008 - November 2010)
- Corporate Lending Officer @ (July 2006 - July 2008)
- Business Consultant @ Wells Fargo Bank (January 2005 - July 2006)
- Financial Executive @ Citicorp Investment Services (April 2003 - January 2005)
- Financial Consultant @ Wells Fargo Investments (March 2002 - April 2003)
- Financial Consultant, Vice President @ Merrill Lynch International Private Client Group (January 2000 - October 2001)
- Trade Finance Specialist Assistant Vice President @ Citibank, F.S.B. (January 1996 - January 2000)
- Relationship Manager @ Citibank, F.S.B. (November 1993 - January 1996)
- Assistant Manager @ Banque Nationale de Paris, Hong Kong (April 1988 - May 1993)
- Loan Officer @ Bank of Tokyo, Hong Kong (April 1984 - April 1988)
Kenneth Chiu Education
- University of Guelph
Bachelor Degree (Management and Economics Double Major)
1980-1983
Kenneth Chiu Skills
- Accounting
- Banking
- Business Analysis
- Commercial Lending
- Commercial Mortgages
- Credit
- Credit Analysis
- Finance
- Insurance
- Investments
- Loans
- Portfolio Management
- Real Estate
- Strategic Financial Planning
- Underwriting
- Wealth Management
- Writing
- Consulting
- Fixed Annuities
- Term Loan
- Prospects
- Sales
- Cold Calling
- Net
- Grading
- Pacific
- Treasury Management
- Loc
- Syndications
- SAN
- Road
- Projection
- Business Partners
- New Homes
- Cantonese
- Merrill Lynch
- Real Estate Transactions
- Management
- Revenue
- Downtown
- SBA
- Working Capital Management
- Main Focus
- SBA 504
- Profit
- Networking
- Languages
- Cell
- Equipment Loans
- From Scratch
- Asia
- Investment Advisory
- Ontario
- Management Consulting
- Property
- Bank Deposits
- Offshore
- Cre
- Long Term Care Insurance
- Research
- Commercial Real Estate
- Partnerships
- Structured Products
- Estate Planning
- Economics
- Yahoo
- Wells Fargo
- Moving
- Middle Market
- Citibank
- Investment Portfolio
- New Clients
- Trade Finance
- Searching
- Energy
- Active
- Commercial Banking
- Corporate Lending
- Asia Pacific
- Escrow
- Responsibility
- Ca Real Estate License
- International
- Efficient
- Portfolio
- Paris
- Private Clients
- Branches
- Structured Finance
- Letters of Credit
- Mortgage Lending
- Refinance
- Referrals
- Sblc
- Mutual Funds
- San Francisco
- FX Options
- Canada
- Tokyo
- Hong Kong
- Health Insurance
- Mandarin
- Series 7
Kenneth Chiu Summary
- Kenneth Chiu, based in San Ramon, CA, US, is currently a Registered Representative at Transamerica Investment Advisor. Kenneth Chiu brings experience from previous roles at Transamerica Financial Advisors, Inc., Bank of America, RE/MAX and Cathay Bank. Kenneth Chiu holds a 1980 - 1983 Bachelor Degree in Management and Economics Double Major @ University of Guelph. With a robust skill set that includes Accounting, Banking, Business Analysis, Commercial Lending, Commercial Mortgages and more. Kenneth Chiu has 2 emails and 2 mobile phone numbers on RocketReach.
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