Ricky So Email & Phone Number
Chief Knowledge Officer, Investment Planning
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Ricky So Location
- Valenzuela, NCR, PH
Ricky So Work
- now The FAST Exchange
- 2014 - now Chief Knowledge Officer, Investment Planning @ Wealth Management Center for Comm. & Research Inc.
- 2011 - now Independent Financial Adviser @ Redstamp Inc.
- 2009 - 2016 RFP Faculty @ RFP Philippines Inc.
- 1996 - 2011 Sr. AVP-Marketing and Training @ Philam Asset Management, Inc.
- 1994 - 1996 Portfolio Manager @ Queensland Tokyo Commodities
- 1993 - 1994 Area Sales Supervisor @ CIGNA Worldwide
Ricky So Education
- Lyceum Northwestern University
BSC (Accounting)
1983 - 1988 - Divine Word Academy of Dagupan
HS (High School)
1979 - 1983
Ricky So Skills
- Financial Planning
- Mutual Funds
- Sales Management
- Technical Analysis
- Training
- Coaching
- Investment Advisory
- Finance
- Strategic Financial Planning
- Equities
- Financial Services
- Employee Benefits
- Risk Management
- Business Strategy
- Fixed Income
- Sales
- Accounting
- Alternative Investments
- Life Insurance
- Project Planning
- Relationship Management
- Investments
- Management
Ricky So Summary
- Ricky So, based in Valenzuela, NCR, PH, is currently a Chief Knowledge Officer, Investment Planning at Wealth Management Center for Comm. & Research Inc.. Ricky So brings experience from previous roles at The FAST Exchange, Redstamp Inc., RFP Philippines Inc. and Philam Asset Management, Inc.. Ricky So holds a 1983 - 1988 BSC in Accounting @ Lyceum Northwestern University. With a robust skill set that includes Financial Planning, Mutual Funds, Sales Management, Technical Analysis, Training and more. Ricky So has 2 emails and 3 mobile phone numbers on RocketReach.
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