Matthew Mai's Location
Costa Mesa, CA, US
Matthew Mai's Work
- Chief Compliance Officer @ Pacific Oak Capital Advisors
- Field Compliance Principal @ Allstate Financial Services, LLC
- Regional Manager - Branch Supervision @ Transamerica Financial Advisors, Inc.
- Analyst, Investment Advisory Compliance @ National Planning Corporation (NPC)
- Life Division: New Business Representative @ Pacific Life
Matthew Mai's Education
- California State University - Long Beach
Bachelors (Economics, Business)
2007 - 2013
Matthew Mai's Skills
- Customer Service
- Microsoft Office
- Public Speaking
- Investment Advisory
- Financial Services
- Microsoft Excel
- Financial Operations
- Investment Advisory Billing
Matthew Mai's Summary
Matthew Mai, based in Costa Mesa, CA, US, is currently a Chief Compliance Officer at Pacific Oak Capital Advisors, bringing experience from previous roles at Allstate Financial Services, LLC, Transamerica Financial Advisors, Inc., National Planning Corporation (Npc) and Pacific Life. Matthew Mai holds a 2007 - 2013 Bachelors in Economics, Business @ California State University - Long Beach. With a robust skill set that includes Customer Service, Microsoft Office, Public Speaking, Investment Advisory, Financial Services and more, Matthew Mai contributes valuable insights to the industry.
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Top Pacific Oak Capital Advisors Employees
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34
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Jack Hall
Vice President, SOR Debt Coordination (Formerly KBS SOR REIT) at Pacific Oak Capital Advisors
Redondo Beach, CA, US55+ -
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Brian Ragsdale
EVP at Pacific Oak Capital Advisors at Pacific Oak Capital Advisors
California, United States5+2 -
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Jeff Rader
Executive Vice President at Pacific Oak Capital Advisors
Orange County, California, United States5+5+ -
11
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Calvin Ho
Financial Reporting Manager at Pacific Oak Capital Advisors
California, United States45+ -
ViewKristin Marie Almendarez
Corporate Controller at Pacific Oak Capital Advisors
Irvine, California, United States55+ -
11
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ViewKristin Almendarez
Corporate Controller at Pacific Oak Capital Advisors
Irvine, California, United States11 -
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Tanya Fisher
REIT and Corporate Accounting Manager at Pacific Oak Capital Advisors
Trabuco Canyon, CA, US22 -
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