Paulina P Wong, 4439 Muth Dr, Orinda, CA 94563

Mentions for Paulina P Wong

Paulina Wong resumes & CV records

Resumes

Investment Associate

Location:

San Francisco, CA

Industry:

Financial Services

Work:

Neuberger Berman May 2015 - Sep 2017
Associate Ubs Apr 2014 - May 2015
Registered Client Associate Credit Suisse Jul 2012 - Apr 2014
Relationship Associate Rand & Associates May 2011 - Jul 2012
Portfolio Associate Hsbc Jan 2011 - May 2011
Intern J.p. Morgan Jan 2011 - May 2011
Investment Associate

Education:

San Francisco State University Jan 1, 2007 - 2010
Bachelors, Bachelor of Science, Corporate Finance

Skills:

Series 7, Notary Public, Series 66, Investments, Portfolio Management, Uniform Combined State Law, Fixed Income, Financial Analysis, Credit, Wealth Management, Bloomberg

Languages:

Cantonese

Certifications:

Certified Financial Planner
Series 7
Series 66

Paulina Wong

Paulina Wong - San Francisco, CA

Work:

Credit Suisse Jul 2012 to 2000
Relationship Associate San Francisco Sentry Securities, Inc - San Francisco, CA May 2011 to Jul 2012
Portfolio Associate HSBC Bank - San Francisco, CA Jan 2011 to May 2011
Corporate Banking Intern

Education:

San Francisco State University - San Francisco, CA 2011
Bachelor of Science in Corporate Finance

Skills:

SKILLS Highly proficient in Microsoft Office Suite, IBM Lotus Notes, Client Vision, Goman, Netx360, Salesforce, Factset, MorningStar, Bloomberg, Wealthsite, Advent, Schwab Advisor Center, Fidelity Wealth Central Fluent in Cantonese, intermediate with Mandarin

Paulina Wong

Location:

United States

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