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Peter Paik Location
Los Angeles, CA, US
Peter Paik Work
2022 -now Senior Vice President | Financial Advisor @
2022 -2022 Senior Vice President at Crown Point Wealth Management @
2014 -2022 First Vice President at Crown Point Wealth Management @
2014 -2018 Board Member @ Zong Family Holdings Limited
2010 -2014 Advisor @ Zong Family Holdings Limited
2008 -2010 Financial Planner @
Peter Paik Education
Cornell Johnson Graduate School of Management
MBA
2019-2021
University of California, Davis
Bachelor of Science (B.S.) (Business/Managerial Economics)
2002-2006
Sacramento Entrepreneurship Academy
Technical Diploma (Entrepreneurship)
2005-2006
Peter Paik Skills
Investments
Financial Planning
Financial Analysis
Wealth Management
Project Planning
Project Management
Fundraising
Strategic Partnerships
Investment Advisory
Start Ups
Portfolio Management
Peter Paik Summary
Peter Paik, based in Los Angeles, CA, US, is currently a Senior Vice President | Financial Advisor at Morgan Stanley. Peter Paik brings experience from previous roles at UBS and Zong Family Holdings Limited. Peter Paik holds a 2019 - 2021 MBA @ Cornell Johnson Graduate School of Management. With a robust skill set that includes Investments, Financial Planning, Financial Analysis, Wealth Management, Project Planning and more. Peter Paik has 2 emails and 1 mobile phone numbers on RocketReach.
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