Steven Chang Email & Phone Number
Chief Compliance Officer @ Kensington Asset Management
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Steven Chang Location
- Austin, TX, US
Steven Chang Work
- 2023 -now Chief Compliance Officer @
- 2023 -now Managing Director @
- 2021 -2023 Chief Compliance Officer @
- 2019 -2021 Chief Compliance Officer @ Umpqua Investments, Inc.
- 2018 -2019 Senior Wealth Management Risk Consultant @
- 2017 -2018 Senior Investment Compliance Officer @
- 2016 -2017 Senior Compliance Officer @
- 2011 -2016 Compliance Officer @
- 2011 -2011 Compliance Officer @
- 2008 -2011 Agency Supervisory Officer @
Steven Chang Education
- Oregon State University
BS
1997-2000 - Purdue University
Steven Chang Skills
- Problem Solving
- Asset Managment
- Compliance
- Series 24
- Series 7
- Series 66
- Series 53
- Securities
- Investments
- FINRA
- Risk Management
- Auditing
- Insurance
- Financial Services
- Wealth Management
- Mutual Funds
- Life Insurance
- Equities
- Private Equity
- Derivatives
- Leadership
- Alternative Investments
- Financial Advisory
- Estate Planning
- Electronic Trading
- Public Speaking
- Fixed Annuities
- Fixed Income
- Retirement Planning
- Financial Planning
- Sales
- Portfolio Management
- Data Analysis
- Communication
- Finance
- 401K Retirement Savings Plans
- Strategic Planning
- Asset Allocation
- Investment Advisory
- Marketing
- Internal Controls
- Disability Insurance
- Financial Analysis
- Interpersonal Skills
- Management
- Project Management
- Trading Systems
- Due Diligence
- Trading
- Equity Derivatives
- Surveillance
- Equity Trading
- Internal Audit
- 401 Retirement Savings Plans
Steven Chang Summary
- Steven Chang, based in Austin, TX, US, is currently a Chief Compliance Officer at Kensington Asset Management. Steven Chang brings experience from previous roles at Xtollo Investment Partners, LLC, Steward Partners Global Advisory, Umpqua Investments, Inc. and Umpqua Bank. Steven Chang holds a 1997 - 2000 BS @ Oregon State University. With a robust skill set that includes Problem Solving, Asset Managment, Compliance, Series 24, Series 7 and more. Steven Chang has 4 emails and 2 mobile phone numbers on RocketReach.
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