William Tong Email & Phone Number
Independent Financial Adviser @ Chase de Vere
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William Tong Location
- London, GB
William Tong Work
- 2023 -now Independent Financial Adviser @
- 2017 -now Director @ Armadale Limited
- 2021 -2022 Financial Adviser @
- 2017 -2021 Business Development Manager @ Brewin Dolphin
- 2015 -2017 Business Development Manager @
- 2014 -2015 Intermediary Sales Manager - London @
- 2011 -2014 Business Development Manager @
- 2006 -2011 Specialist - Business and Process @
- 2005 -2006 Team Leader @
- 2003 -2005 Officer Cadet @
William Tong Education
- Liverpool John Moores University
Bachelor Of Science (Business Management)
1998-2002
William Tong Skills
- Wealth Management
- Financial Services
- Investments
- Financial Advisory
- Investment Strategies
- Portfolio Management
- Wealth
- Asset Management
- Investment Management
- Asset Managment
- Change Management
- Wealth Management Services
- Relationship Management
- Strategic Financial Planning
- Asset Allocation
- Risk Management
- Financial Risk
- Retirement
- Savings
- High Net Worth Individuals
- Alternative Investments
- Business Development
- Investment Advisory
- Finance
- Business Strategy
- Strategic Planning
- Business Relationship Management
- Financial Planning
- Management
- Microsoft Office
William Tong Summary
- William Tong, based in London, GB, is currently a Independent Financial Adviser at Chase de Vere. William Tong brings experience from previous roles at Armadale Limited, Mole Valley Asset Management (MVAM), Brewin Dolphin and Waverton Investment Management. William Tong holds a 1998 - 2002 Bachelor Of Science in Business Management @ Liverpool John Moores University. With a robust skill set that includes Wealth Management, Financial Services, Investments, Financial Advisory, Investment Strategies and more. William Tong has 3 emails on RocketReach.
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