Susan Kim

Wealth Advisor @NewEdge Wealth

Los Angeles, CA, US
MOBILE NUMBERS
+15•••••••65

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WORK HISTORY

Aug 2021 — Present

Wealth Advisor @NewEdge Wealth

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NewEdge offers the highest calibre institutional expertise and access within an independent and transparent boutique environment. Because we work with a select group of clients, we are uniquely able to partner with our clients to offer a differentiated level of service and attention. NewEdge Wealth was created to offer full independence in their ability to identify the best products, create the best solutions, offer the best access and provide the very best advice in investments, credit, and financial planning.

EDUCATION

1995 — 1999

University of Illinois Urbana-Champaign

Bachelor of Science (B.S.), Accounting and Finance

SKILLS

Chartered Financial AnalystReal Estate TransactionsStrategyCapital MarketsInvestment BankingDerivativesAsset ManagementFixed IncomeEquitiesValuationHedge Funds

ABOUT SUSAN KIM

Seasoned investment professional with a robust analytical background and a drive for…

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