Chris Ng
- Role
- VP & Sr Investment Solutions Advisor at Ledyard Wealth Management
- Location
- Hanover, NH, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
VP & Sr Investment Solutions Advisor
Jan 2014 — Present
Established and developed mid market strategy for wealth management clientele. Advised clients on tax, financial and investment planning. Managed client assets.
Skills
- Asset Management
- Series 63
- Retirement Planning
- Investments
- Mutual Funds
- Investment Advisory
- Estate Planning
- Wealth
- Portfolio Management
- Etfs
- Strategic Financial Planning
- Wealth Management Services
- Trusts
- Financial Planning
- Series 7
- Wealth Management
- Fixed Income
- Asset Allocation
- High Net Worth Individuals
- Investment Strategies
- Asset Managment
- Financial Advisory
- Bonds
- Equities
- Investment Management
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