William Cho
Director at StepStone Group
- Role
- Director, Pac Nw & N California at Stepstone Private Wealth Solutions
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About William Cho
Experienced Regional Director with a demonstrated history of working in the financial…
Experience
Director, Pac Nw & N California
Stepstone Private Wealth Solutions
May 2020 — Present · Seattle, WA, US
Education
University of Washington
Bachelor of Arts - BA
Skills
- Registered Investment Advisor
- Uniform Combined State Law
- Wealth Management
- Portfolio Management
- Fixed Income Strategies
- Asset Allocation
- Mutual Funds
- Strategic Financial Planning
- Securities
- Finra
- Equities
- Variable Annuities
- Investments
- Fixed Income Portfolio Management
- Series 7
- Series 63
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