Julie Ping He
Financial Advisor @Gateway Financial Advisors, Inc
San Francisco, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jan 2017 — Present
Financial Advisor @Gateway Financial Advisors, Inc
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San Jose, CA, US
Registered with FINRA and the State of California. Provides customized investment portfolios and financial planning for individuals and families.
EDUCATION
N/A
Fudan University
World Economics
N/A
San José State University
Master of Business Administration (M.B.A.), Finance
2015 — 2016
University of California, Santa Cruz
Certificate, Personal Financial Planning , CFP® Board-certified program
N/A
UMN Carlson School of Management
Bachelor’s Degree, Accounting
SKILLS
Trusted Business PartnerFinancial AnalysisSales EnablementSales OperationsFinancial ModelingCompetitive AnalysisChange ManagementProcess ImprovementBusiness StrategyLeadershipCross-Functional Team LeadershipTeam BuildingForecastingStrategic Financial PlanningP&L Responsibility
ABOUT JULIE PING HE
Seabreeze Wealth Advisors is founded and led…
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