Phillip Chong
Director of Operations at Ducere Wealth Management
- Role
- Director of Operations at Ducere Wealth Management
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Phillip Chong
Experienced trading and investment operations professional with over 15 years in the financial services industry, specializing in portfolio implementation, execution, and process design.My background spans equities, mutual funds, and select fixed income, with a focus on execution quality and building efficient, scalable workflows. I bring a practical approach to bridging investment strategy with operational execution, helping teams operate with greater consistency and oversight.
Experience
Director of Operations
Mar 2026 — Present · Newport Beach, CA, US
Education
UC Irvine
B.A., Business Economics
2007 — 2011
Skills
- Investments
- Strategy
- Time Management
- Equities
- Credit
- Financial Modeling
- Business Strategy
- Portfolio Management
- Competitive Analysis
- Powerpoint
- Microsoft Excel
- Accounting
- Research
- Financial Analysis
- Strategic Financial Planning
- Banking
- Microsoft Word
- Financial Services
- Bloomberg Terminal
- Insurance
- Economics
- Real Estate
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