Vincent Ko Email & Phone Number
Senior Managing Consultant @ Momentous Insurance Brokerage, A Marsh & McLennan Agency LLC
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Vincent Ko Location
- Irvine, CA, US
Vincent Ko Work
- Senior Managing Consultant @ (April 2011 - Present)
- Retirement Plan Advisor @ (June 2005 - April 2011)
- Financial Advisor @ (January 2002 - January 2005)
- Financial Consultant Intern @ (January 2003 - January 2003)
Vincent Ko Education
- Cal State Fullerton, College of Business and Economics
MBA
2010-2012 - Cal State Fullerton, College of Business and Economics
BA
1999-2003
Vincent Ko Skills
- 401k
- 403 b
- 403b
- 457
- Account Management
- Annuities
- Asset Allocation
- Asset Management
- Banking
- Benefits
- Business Planning
- Consultative Selling
- Dance Dance Revolution
- Defined Benefit
- Defined Contribution
- ERISA
- Employee Benefits
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Fixed Annuities
- High Net Worth Individuals
- Investment Advisory
- Investments
- Management
- Mergers
- Mergers & Acquisitions
- Mutual Funds
- Pensions
- Profit Sharing
- Project Planning
- Qualified Retirement Plans
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Sales
- Selling
- Series 6
- Series 63
- Series 65
- Series 7
- Sound
- Sound Production
- Strategic Financial Planning
- Training
- Wealth Management
- Team Building
- Microsoft Excel
- Mergers and Acquisitions
- Public Speaking
- Networking
Vincent Ko Summary
- Vincent Ko, based in Irvine, CA, US, is currently a Senior Managing Consultant at Marsh Agency. Vincent Ko brings experience from previous roles at SchoolsFirstFCU, Northwestern Mutual Financial Network and Wachovia Securities. Vincent Ko holds a 2010 - 2012 MBA @ Cal State Fullerton, College of Business and Economics. With a robust skill set that includes 401k, 403 b, 403b, 457, Account Management and more. Vincent Ko has 3 emails and 3 mobile phone numbers on RocketReach.
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