Ray Wong
Financial Consultant at Fidelity Investments
- Role
- Financial Consultant at Fidelity Investments
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Ray Wong
Dedicated professional with extensive and diverse finance industry experience and a passion for acquiring/broadening client relationships. Uniquely experienced in high growth, fast paced start-up environment with an expansive background in institutional client development, high volume trading, portfolio analysis, administrative leadership, compliance, and contract negotiation
Experience
Financial Consultant
Feb 2022 — Present · Denver, CO, US
Education
Baylor University
BA, Pre-Medicine/Pre-Medical Studies
1992 — 1996
Skills
- Wealth Management
- Asset Allocation
- Strategy
- Equities
- Financial Modeling
- Investments
- Hedge Funds
- Portfolio Management
- Start-Ups
- Budgets
- Finance
- Alternative Investments
- Leadership
- Trading
- Entrepreneurship
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