Wealth Management Advisor @ (January 2010 - January 2018)
Financial Advisor @ (September 2001 - January 2008)
Vice President @ Fleet Bank (June 1982 - August 2001)
Manuel Choy Education
University at Albany Massry School of Business
Master of Business Administration - MBA
1984-1986
Cornell University
Applied Economics and Business Management
1980-1982
Manuel Choy Skills
Alternative Investments
Asset Allocation
Asset Management
Equities
Estate Planning
Financial Advisory
Financial Analysis
Fixed Income
Hedge Funds
Investment Management
Investment Strategies
Investments
Mutual Funds
Portfolio Management
Retirement Planning
Securities
Strategic Financial Planning
Wealth Management
Customer Service
Team Building
Microsoft Excel
Banking
Strategic Planning
Strategic Financial
Manuel Choy Summary
Manuel Choy, based in New York, United States, is currently a Wealth Advisor at WPM Wealth Advisors, LLC. Manuel Choy brings experience from previous roles at WCM Wealth Advisors LLC, DCM Advisors LLC, DLG Wealth Management Llc and Merrill Lynch. Manuel Choy holds a 1984 - 1986 Master of Business Administration - MBA @ University at Albany Massry School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Equities, Estate Planning and more. Manuel Choy has 3 emails and 3 mobile phone numbers on RocketReach.
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