Joon Baek resumes & CV records
Resumes
Associate Partner | Investment Advisory Representative | Financial Advisor
Location:
3435 Wilshire Blvd, Los Angeles, CA 90010
Industry:
Financial Services
Work:
Massmutual Greater Pacific
Associate Partner | Investment Advisory Representative | Financial Advisor Metlife Dec 1, 2015 - Jul 2017
Investment Advisor Representative and Financial Services Representative Axa Advisors Jan 2013 - Dec 2015
Financial Consultant and Investment Advisory Representative Axa Advisors 2011 - 2013
Financial Professional and Registered Representative Merrill Lynch Sep 2009 - Dec 2009
Global Private Client Group Hsbc 2008 - 2008
Asset and Wealth Management
Associate Partner | Investment Advisory Representative | Financial Advisor Metlife Dec 1, 2015 - Jul 2017
Investment Advisor Representative and Financial Services Representative Axa Advisors Jan 2013 - Dec 2015
Financial Consultant and Investment Advisory Representative Axa Advisors 2011 - 2013
Financial Professional and Registered Representative Merrill Lynch Sep 2009 - Dec 2009
Global Private Client Group Hsbc 2008 - 2008
Asset and Wealth Management
Education:
Cornell University 2006 - 2011
Bachelors, Bachelor of Science, Economics, Information Science, Finance Cleveland High School 2006
Bachelors, Bachelor of Science, Economics, Information Science, Finance Cleveland High School 2006
Skills:
Wealth Management, Tax Efficient Investing Strategies, Insurance Planning, Estate Planning Strategies, Financial Planning, Retirement Planning Strategies, Business Succession Planning, Tax Deferred Investment Planning, Estate Conservation Strategies, Executive Benefits Planning, Investment Advisory Services, Annuity Services, Holistic Financial Planning, 401 Retirement Savings Plans
Languages:
English
Korean
Korean
Certifications:
Series 24: General Securities Principal
Series 7: General Securities Representative
Series 63: Uniform Securities State Law
Series 65: Nasaa Investment Advisors Law
Series 7: General Securities Representative
Series 63: Uniform Securities State Law
Series 65: Nasaa Investment Advisors Law
Joon Nam Baek
Joon Baek
Joon Baek
Location:
Greater Los Angeles Area
Industry:
Accounting