Susan Kuo
Financial professional for families and small businesses
- Role
- Financial Representative at WestPac Wealth Partners
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Susan Kuo
Susan Kuo-Shih at WestPac Wealth Partners specializes in overall comprehensive guidance…
Experience
Financial Representative
Sep 2018 — Present
We help people build wealth with less risk.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC.| CA Insurance License # 0M44797.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Education
UC Santa Barbara
Bachelor's degree, Economics
1995 — 1999
Skills
- Customer Service
- Budgets
- Finance
- Project Management
- Forecasting
- Strategic Planning
- Management
- Accounting
- Microsoft Word
- Business Planning
- Powerpoint
- Microsoft Excel
- Financial Modeling
- Research
- Market Research
- Start-Ups
- Strategy
- Marketing
- Fundraising
- Marketing Strategy
- Entrepreneurship
- Financial Analysis
- Leadership
- Microsoft Office
- Business Development
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