William Cho Email & Phone Number
Director, Pac NW and N. California @ StepStone Private Wealth
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William Cho Location
- Kirkland, WA, US
William Cho Work
- 2020 -now Director, Pac NW and N. California @
- 2018 -2020 Senior Vice President, Investment Advisory Consulting-RIA and Family Offices @
- 2014 -2018 Regional Director, CNL Institutional Group-RIA and Family Offices @
- 2012 -2014 Regional Investment Specialist and Wholesaler-RIA channel @
- 1999 -2011 Fixed Income Bond Trader @
- 1997 -1999 Margins Trading Analyst @ Harris Investments (Freeman Welwood Investments)
- 1995 -1997 Management Consultant @
William Cho Education
- University of Washington
Bachelor of Arts - BA (Regional Development Studies)
William Cho Skills
- Series 7
- Portfolio Management
- Mutual Funds
- Series 63
- Asset Allocation
- Wealth Management
- Equities
- Investments
- FINRA
- Strategic Financial Planning
- Fixed Income Portfolio Management
- Fixed Income Strategies
- Registered Investment Advisor
- Variable Annuities
- Uniform Combined State Law
- Securities
- Registered Investment
- Sales
- Derivatives
- Strategic Planning
- Sales Management
- Fixed Income Portfolio
- Uniform Combined State
- Strategic Financial
William Cho Summary
- William Cho, based in Kirkland, WA, US, is currently a Director, Pac NW and N. California at StepStone Private Wealth. William Cho brings 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 has 3 emails and 2 mobile phone numbers on RocketReach.
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