Vincent Ko Email & Phone Number
Senior Managing Consultant
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Vincent Ko Location
- Irvine, CA, US
Vincent Ko Work
- 2011 -now Senior Managing Consultant @ Marsh McLennan Agency - West (formerly Precept Advisory Group)
- 2005 -2011 Retirement Plan Advisor @
- 2002 -2005 Financial Advisor @
- 2003 -2003 Financial Consultant Intern @
Vincent Ko Education
- California State University-Fullerton - College of Business and Economics
MBA
2010-2012 - Cal State Fullerton, College of Business and Economics
BA
1999-2003
Vincent Ko Skills
- Banking
- Business Planning
- Series 7
- Team Building
- Profit Sharing
- Finance
- Training
- Microsoft Excel
- Asset Allocation
- Employee Benefits
- Sound Production
- Financial Services
- Mergers and Acquisitions
- Asset Management
- Defined Benefit
- 401k
- Retirement Planning
- Sound
- Public Speaking
- Mergers
- Annuities
- ERISA
- Investments
- Sales
- Management
- Financial Advisory
- Benefits
- Project Planning
- Series 63
- Series 65
- Defined Contribution
- Financial Analysis
- Strategic Financial Planning
- Selling
- Financial Planning
- Retirement Plan Consulting
- Fixed Annuities
- Series 6
- Pensions
- 403b
- Retirement
- 403 b
- Account Management
- High Net Worth Individuals
- Qualified Retirement Plans
- Dance Dance Revolution
- Investment Advisory
- Networking
- Consultative Selling
- Mutual Funds
- Wealth Management
Vincent Ko Summary
- Vincent Ko, based in Irvine, CA, US, is currently a Senior Managing Consultant at Marsh McLennan Agency - West (formerly Precept Advisory Group). Vincent Ko brings experience from previous roles at SchoolsFirstFCU, Northwestern Mutual Financial Network and Wachovia Securities. Vincent Ko holds a 2010 - 2012 MBA @ California State University-Fullerton - College of Business and Economics. With a robust skill set that includes Banking, Business Planning, Series 7, Team Building, Profit Sharing and more. Vincent Ko has 2 emails and 3 mobile phone numbers on RocketReach.
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