Guy Chu
Angestellt, Wealth Management Manager, Ally Financial
Über mich
I have in-depth wealth management knowledge, including investment, tax, insurance, retirement planning and other areas; excellent communication and customer service skills, able to establish and maintain good relationships with high net worth clients; efficient team management skills, and successfully lead the team for Provide customers with comprehensive wealth management services, be proficient in investment strategies, and be able to develop personalized investment plans based on customers' financial goals.
Werdegang
Berufserfahrung von Guy Chu
Bis heute 4 Jahre und 6 Monate, seit 2020
Wealth Management Manager
Ally Financial
2017 - 2020
Financial Planner
Ally Financial
Ausbildung von Guy Chu
2002 - 2004
Corporate Finance
Worcester Polytechnic Institute
1999 - 2002
Information technology
University of Delaware
Sprachen
Singapore
Muttersprache
Chinesisch
Grundlagen
Deutsch
Gut
Englisch
Muttersprache