Tom Nguyen Email & Phone Number
Senior Financial Advisor - Vice President | CERTIFIED FINANCIAL PLANNER™ @ Wells Fargo Advisors
Tom Nguyen Location
California, United States
Tom Nguyen Work
- 2025 - now Senior Financial Advisor - Vice President | CERTIFIED FINANCIAL PLANNER™ @ Wells Fargo Advisors
- 2019 - 2025 Vice President - Senior Financial Advisor | CERTIFIED FINANCIAL PLANNER™ @ Merrill Lynch
- 2017 - 2019 Vice President - Financial Advisor | CERTIFIED FINANCIAL PLANNER™ @ Citi
- 2014 - 2017 Vice President - Private Client Advisor @ J.P. Morgan
Tom Nguyen Education
- Harvard Business School
(Executive Education)
- University of California, Davis
Bachelor of Science
Tom Nguyen Skills
- Marketing
- Financial Analysis
- Leadership
- PowerPoint
- Microsoft Excel
- Business Development
- Sales
- Customer Service
- Payroll
- Employee Training
Tom Nguyen Summary
Tom Nguyen, based in California, United States, is currently a Senior Financial Advisor - Vice President | CERTIFIED FINANCIAL PLANNER™ at Wells Fargo Advisors. Tom Nguyen brings experience from previous roles at Merrill Lynch, Citi and J.P. Morgan. Tom Nguyen holds a Harvard Business School. With a robust skill set that includes Marketing, Financial Analysis, Leadership, PowerPoint, Microsoft Excel and more. Tom Nguyen has 3 emails on RocketReach.
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