Khai le Email & Phone Number
Founding Partner @ WealthGuide Advisors
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Khai le Location
- Chicago, IL, US
Khai le Work
- 2023 -now Founding Partner @
- 2007 -2023 Senior District Vice President at VALIC Financial Advisors, Inc. @
- 2002 -2007 Vice President @
- 1999 -2001 District Manager @
Khai le Education
- University of California, Davis
Bachelor of Science - BS (Business/Managerial Economics)
1996-1999
Khai le Skills
- Change Management
- Strategic Planning
- Talent Acquisition
- Series 7
- Leadership
- Series 63
- Retirement Planning
- Mutual Funds
- Wealth Management
- Uniform Combined State Law
- Asset Allocation
- Series 24
- Financial Services
- Strategic Financial Planning
- 401k
- Finance
- Management
- Strategy
- Financial Planning
- Performance
- Business Analysis
- Process Improvement
Khai le Summary
- Khai le, based in Chicago, IL, US, is currently a Founding Partner at WealthGuide Advisors. Khai le brings experience from previous roles at AIG Retirement Services, Ameriprise Financial Services, LLC and American Express. Khai le holds a 1996 - 1999 Bachelor of Science - BS in Business/Managerial Economics @ University of California, Davis. With a robust skill set that includes Change Management, Strategic Planning, Talent Acquisition, Series 7, Leadership and more. Khai le has 2 emails and 3 mobile phone numbers on RocketReach.
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