Josephine Ha
Director at BNY Wealth San Francisco
- Role
- Senior Director at Bny Wealth
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Josephine Ha
Accomplished Wealth Management Executive with over 21 years of innovative leadership…
Experience
Senior Director
Aug 2021 — Present
Joey Ha is a Senior Director and Senior Wealth Manager withBNY Wealth. In this role, she works directly with individuals and families to create, implement and fine-tune bespoke wealth strategies to meet specificclient needs. Additionally, she oversees the team of wealth managers and associates in Northern California.
Education
Seattle University
Bachelor of Arts (B.A.)
Skills
- Wealth Management Services
- Asset Allocation
- Cpa
- Investments
- Hedge Funds
- Portfolio Management
- High Net Worth Individuals
- Certified Private Wealth Advisor
- Financial Analysis
- Internal Controls
- Chartered Financial Analyst
- Certified Public Accountant
- Asset Management
- Investment Strategies
- Alternative Investments
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