Jacqueline de Chapelle
Wealth Advisor at Schwab Wealth Advisory Inc.
- Role
- Wealth Advisor at Charles Schwab
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jacqueline de Chapelle
Jacqueline de La Chapelle, CFA
Experience
Wealth Advisor
Sep 2021 — Present · San Francisco, CA, US
Education
The Wharton School
Master of Business Administration - MBA, Finance, General
Whitman College
Bachelor of Arts - BA, Art History
Skills
- Mutual Funds
- Risk Management
- Portfolio Management
- Loans
- Strategic Planning
- Business Planning
- Equities
- Investments
- Qualified Retirement Plans
- Valuation
- Emerging Markets
- Management
- Investment Management
- Alternative Investments
- Private Equity
- Asset Management
- Finance
- Venture Capital
- Securities
- Corporate Finance
- Business Strategy
- Equity Research
- Asset Managment
- Due Diligence
- Hedge Funds
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