Alan Wong
Senior Vice President, Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Alan Wong
Alan enjoys meeting new people, exchanging interesting ideas, and helping clients plan their future. He\'s worked in the financial industry since 2004 and focuses on creating wealth management strategies for successful executives, entrepreneurs, and business owners. He strongly believes in being active in local communities, is a huge Bay Area sports fan, and loves traveling. Alan is currently on the School Board at St Roberts School and was previously the Chair of the South San Francisco Planning Commission as well as a past President of the CFA Society of San Francisco\'s Board of Directors.*CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Experience
Wealth Management Advisor, Senior Vice President
Oct 2006 — Present
Education
University of California, Berkeley
Bachelor's Degree
2000 — 2003
Skills
- Structured Products
- Asset Management
- Investments
- Financial Modeling
- Sales
- Corporate Finance
- Financial Analysis
- Series 7
- Management
- Valuation
- Project Planning
- Due Diligence
- Research
- Alternative Investments
- Private Equity
- Finance
- Strategic Financial Planning
- Equities
- Bloomberg
- Portfolio Management
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