Joy Oh
AdvicePeriod
- Role
- Family Office at Adviceperiod
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Family Office
Jul 2017 — Present
Education
London Metropolitan University
MA, Politics
2005 — 2006
El Segundo High School
High School
1997 — 2001
UC Irvine
BA, Philosophy & International Relations
2001 — 2004
Skills
- Financial Services
- Series 7
- Financial Markets
- Trading
- Real Estate
- Strategic Financial Planning
- Asset Management
- Benefits Design
- Tax Planning
- Defined Benefit
- 401(K) Retirement Savings Plans
- Portfolio Management
- Insurance
- New Business Development
- Employee Benefits
- Investments
- Retirement Benefits
- Asset Allocation
- Risk Management
- Defined Contribution
- Retirement Planning
- Estate Planning
- Equities
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