Manager, Operations and Performance Reporting @ (October 2015 - May 2017)
Head of Operations @ Beverly Hills Wealth Management (December 2012 - September 2015)
Operations and Client Services Associate @ Beverly Hills Wealth Management (January 2012 - December 2012)
Capital Markets Compliance Examiner @ (October 2009 - December 2011)
Executive Assistant to Gary Wedbush @ (September 2007 - October 2009)
Business Office Associate @ (June 2006 - August 2007)
Winnie Phung Education
University of California, Davis
BS (Managerial Economics)
2003-2007
Winnie Phung Skills
Alternative Investments
Leadership
Series 63
Women Owned Business
Management Professional
Fixed Income
Adobe Acrobat
Bonds
True Team Player
Capital Markets
Creative Entrepreneurship
Investments
Bloomberg
Self Starter
Minority Business Development
Asset Allocation
Financial Services
Equities
Mutual Funds
Operations
Uniform Combined State Law
FINRA
Financial Analysis
MBA
Series 24
Investment Banking
Project Management
Trading
Services
Options
Series 7
Business Excellence
Securities
Winnie Phung Summary
Winnie Phung, based in Santa Ana, CA, US, is currently a Manager Business Intelligence Products at The Walt Disney Company. Winnie Phung brings experience from previous roles at The Walt Disney Company, Disney Media & Entertainment Distribution and Hulu. Winnie Phung holds a 2003 - 2007 BS in Managerial Economics @ University of California, Davis. With a robust skill set that includes Alternative Investments, Leadership, Series 63, Women Owned Business, Management Professional and more. Winnie Phung has 6 emails and 1 mobile phone numbers on RocketReach.
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