Winnie Chan Email & Phone Number
VP - Financial Consultant @ Charles Schwab
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Winnie Chan Location
- Los Angeles, CA, US
Winnie Chan Work
- 2017 -now VP - Financial Consultant @
- 2009 -2017 President @ Windsor Consulting
- 2004 -2009 VP-Financial Consultant @
- 2000 -2003 Investment Fund Accountant @
Winnie Chan Education
- Loyola Marymount University
Winnie Chan Skills
- Investments
- Wealth Management
- Executive Compensation Planning
- Mutual Funds
- Asset Allocation
- Strategy
- Financial Advisory
- Investment Management
- Estate Planning
- Financial Analysis
- Financial Planning
- Risk Management
- Management
- Portfolio Management
- Alternative Investments
- Leadership
- Customer Service
- Real Estate Investment Consulting
- Series 7
- Strategic Financial Planning
- Relationship Management
- Financial Services
- Hnw
- Finance
- Retirement Planning
- Banking
- Estate Tax Planning
- Series 66
- Credit Risk
- Customer Retention
- Financial Reporting
- Business Development
Winnie Chan Summary
- Winnie Chan, based in Los Angeles, CA, US, is currently a VP - Financial Consultant at Charles Schwab. Winnie Chan brings experience from previous roles at Windsor Consulting, Charles Schwab and Bank of New York Mellon. Winnie Chan holds a Loyola Marymount University. With a robust skill set that includes Investments, Wealth Management, Executive Compensation Planning, Mutual Funds, Asset Allocation and more. Winnie Chan has 2 emails and 1 mobile phone numbers on RocketReach.
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