Mick Wong Email & Phone Number
Financial Analyst @ Energy Hardware
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Mick Wong Location
- Greenville, SC, US
Mick Wong Work
- Financial Analyst @ (August 2025 - Present)
- Investment Specialist @ 3D Wealth Management (January 2024 - Present)
- Senior Fund Accountant @ (November 2021 - January 2024)
- Financial Consultant @ Paramount Benefits Group (November 2017 - November 2020)
- Staff Accountant @ The Rockwood Agency (November 2017 - April 2020)
- Financial Representative @ (March 2016 - November 2017)
- Satff Accountant @ (June 2014 - November 2015)
- Assistant Event Coordinator @ Spartan Race, Inc. (January 2012 - September 2012)
Mick Wong Education
- Castleton University
Bachelor of Business Administration (BBA) (Major in Accounting and Business Management, Minor in Statistics)
2010-2014 - University of New Hampshire
Sports Studies
2009-2009
Mick Wong Skills
- Accounting
- Auditing
- Bloomberg Terminal
- Bookkeeping
- Certified Public Accounting
- Client Relations
- Client Services
- Client-Server Model
- Cross-functional Team Leadership
- Customer Relationship Management (CRM)
- Customer Service
- Daily Reports
- Data Analysis
- Data Entry
- Event Planning
- External Audits
- Financial Advisory
- Financial Analysis
- Financial Consulting
- Financial Planning
- Forecasting
- Fund Accounting
- Independent Financial Advice
- Internal Audits
- Investment Advisory
- Investment Advisory Services
- Investment Management
- Investment Selection
- Life & Health Insurance Licenses
- Life & Health Licenses
- Medicare
- Microsoft Excel
- Microsoft Office
- Microsoft Power BI
- Microsoft Power Query
- Microsoft Word
- NAV
- Net Asset Value (NAV)
- NetSuite
- Operations Management
- Organization Skills
- Outlook
- Personal Financial Planning
- Portfolio Management
- PowerPoint
- ProSystem fx Tax
- QuickBooks
- Research
- SIE
- STAR
- Series 7
- Small Business Consulting
- Standard Operating Procedure (SOP)
- Strategic Planning
- Supervisory Skills
- Tax
- Tax Preparation
- Team Management
- Teamwork
- Leadership
- Management
Mick Wong Summary
- Mick Wong, based in Greenville, SC, US, is currently a Financial Analyst at Energy Hardware. Mick Wong brings experience from previous roles at 3D Wealth Management, Brown Brothers Harriman, Paramount Benefits Group and The Rockwood Agency. Mick Wong holds a 2010 - 2014 Bachelor of Business Administration (BBA) in Major in Accounting and Business Management, Minor in Statistics @ Castleton University. With a robust skill set that includes Accounting, Auditing, Bloomberg Terminal, Bookkeeping, Certified Public Accounting and more. Mick Wong has 2 emails and 2 mobile phone numbers on RocketReach.
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