Dan Chang
Senior Wealth Advisor at Vanguard
- Role
- Senior Wealth Advisor, Uhnw at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Senior Wealth Advisor, Uhnw
Apr 2022 — Present · Charlotte, NC, US
Education
UNC Kenan-Flagler Business School
BSBA
2003 — 2007
University of North Carolina at Chapel Hill
BSBA
2003 — 2007
Skills
- Financial Planning
- Banking
- Risk Management
- Wealth Management
- Wealth
- Private Banking
- Strategic Financial Planning
- Insurance
- Investments
- Securities
- Estate Planning
- Portfolio Management
- Credit
- Loans
- Commercial Banking
- Underwriting
- Retirement Planning
- Finance
- Credit Analysis
- Series 7
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