Steven Chang
Managing Director and CCO at Kensington Asset Management | Xtollo Investment Partners
- Role
- Chief Compliance Officer at Kensington Asset Management
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Experience
Chief Compliance Officer
Nov 2023 — Present · Austin, TX, US
Education
Oregon State University
BS
1997 — 2000
Skills
- Compliance
- Series 24
- Series 7
- Series 66
- Series 53
- Securities
- Retirement Planning
- Investments
- Finra
- Asset Managment
- Risk Management
- Auditing
- Insurance
- Financial Services
- Wealth Management
- Mutual Funds
- Life Insurance
- Equities
- Private Equity
- Derivatives
- Equity Trading
- Equity Derivatives
- Internal Audit
- Internal Controls
- Interpersonal Skills
- Communication
- Strategic Planning
- Project Management
- Fixed Income
- Fixed Annuities
- Portfolio Management
- Financial Planning
- Finance
- Estate Planning
- Leadership
- Alternative Investments
- Asset Allocation
- 401(K) Retirement Savings Plans
- Trading
- Investment Advisory
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