Wynne Yuen Wan from Daly City, CA, age 41

Wynne Wan Phones & Addresses

Daly City, CA
829B Vallejo St, San Francisco, CA 94133 • (415)3353536
829B Vallejo St, San Francisco, CA 94133 • (415)2697624

Work

Company:

Northwestern mutual
Jan 2008
Position:

Associate agent representative

Education

Degree:

BA
School / High School:

San Francisco State University, College of Business
2001 to 2005
Specialities:

Corporate Finance

Skills

Portfolio Management • Finance • Asset Allocation • Series 7 • Wealth Management • Wealth Management Services • Strategic Financial Planning • Securities • Microsoft Excel • Portfolio Performance Analysis • Uniform Combined State Law • Asset Management • Fixed Annuities • Financial Planning • Series 66 • Asset Managment • Mutual Funds

Languages

Cantonese

Ranks

Certificate:

Life & Health Insurance and Variable Insurance

Emails

w***n@aol.com

Industries

Financial Services

Resumes

Associate Wealth Management Advisor

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Location:

San Francisco, CA

Industry:

Financial Services

Work:

Northwestern Mutual since Jan 2008
Associate Agent Representative
Northwestern Mutual Financial Network May 2006 - Dec 2007
Office Manager

Education:

San Francisco State University, College of Business 2001 - 2005
BA, Corporate Finance

Skills:

Portfolio Management
Finance
Asset Allocation
Series 7
Wealth Management
Wealth Management Services
Strategic Financial Planning
Securities
Microsoft Excel
Portfolio Performance Analysis
Uniform Combined State Law
Asset Management
Fixed Annuities
Financial Planning
Series 66
Asset Managment
Mutual Funds

Languages:

Cantonese

Certifications:

Life & Health Insurance and Variable Insurance
Series 7
Series 66
License 0F66818