William Cho's Location
Kirkland, WA, US
William Cho's Work
- Director, Pac NW and N. California @ StepStone Private Wealth
- Senior Vice President, Investment Advisory Consulting-RIA and Family Offices @ Inland Securities Corporation
- Regional Director, CNL Institutional Group-RIA and Family Offices @ CNL Securities
- Regional Investment Specialist and Wholesaler-RIA channel @ Symetra
- Fixed Income Bond Trader @ Wells Fargo Advisors
- Margins Trading Analyst @ Harris Investments (Freeman Welwood Investments)
- Management Consultant @ Deloitte
William Cho's Education
- University of Washington
Bachelor of Arts - BA (Regional Development Studies)
William Cho's Skills
- Series 7
- Portfolio Management
- Mutual Funds
- Series 63
- Asset Allocation
- Wealth Management
- Equities
- Investments
- FINRA
- Strategic Financial Planning
William Cho's Summary
William Cho, based in Kirkland, WA, US, is currently a Director, Pac NW and N. California at StepStone Private Wealth, bringing experience from previous roles at Inland Securities Corporation, CNL Securities, Symetra and Wells Fargo Advisors. William Cho holds a Bachelor of Arts - BA in Regional Development Studies @ University of Washington. With a robust skill set that includes Series 7, Portfolio Management, Mutual Funds, Series 63, Asset Allocation and more, William Cho contributes valuable insights to the industry. William Cho has 3 emails on RocketReach.
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