Philip Kong Email & Phone Number
Financial Advisor @ Sierra Ridge Wealth Management
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Philip Kong Location
- Sacramento, CA, US
Philip Kong Work
- Financial Advisor @ (September 2021 - Present)
- Wealth Management Advisor @ (April 2021 - September 2021)
- Financial Advisor @ (March 2017 - April 2021)
- Vice President @ (October 2016 - March 2017)
- Business Acquisition Consultant @ (March 2014 - October 2016)
- Private Banker @ (April 2013 - February 2014)
- Financial Representative @ (July 2012 - April 2013)
- VP Business Development @ (July 2010 - March 2012)
Philip Kong Education
- University of California, Davis
Philip Kong Skills
- Finance
- Strategic Financial Strategies
- Life Insurance
- Relationship Management
- Risk Management
- Coaching
- Team Leadership
- Customer Service
- Investment Planning
Philip Kong Summary
- Philip Kong, based in Sacramento, CA, US, is currently a Financial Advisor at Sierra Ridge Advisor Group. Philip Kong brings experience from previous roles at U.S. Bancorp Investments, Inc., Wells Fargo Advisors, First Citizens Bank and Wells Fargo. Philip Kong holds a University of California, Davis. With a robust skill set that includes Finance, Strategic Financial Strategies, Life Insurance, Relationship Management, Risk Management and more. Philip Kong has 1 emails and 4 mobile phone numbers on RocketReach.
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