![Cheryl Sun](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Cheryl Sun worked as a Client Associate at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) from 2017 to 2018.
She also worked as an Analyst at AdvicePeriod LLC from 2021 to 2022.
Ms. Sun received her undergraduate degree from the University of Southern California in 2018.
Eerdere bekende functies van Cheryl Sun
| Bedrijven | Functie | Einde |
|---|---|---|
AdvicePeriod LLC
 AdvicePeriod LLC Investment ManagersFinance AdvicePeriod invests in a tax-efficient and low-cost manner that balances risk and return based on the client’s goals. The firm allocates client assets to passive or quasi-passive (tax enhanced) strategies utilizing publicly traded securities such as ETFs and mutual funds, or one or more portfolios of liquid securities that are professionally managed. | Analyst-Equity | 30-03-2022 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Corporate Officer/Principal | 01-11-2018 |
Opleiding van Cheryl Sun
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
35
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
AdvicePeriod LLC
AdvicePeriod LLC Investment ManagersFinance AdvicePeriod invests in a tax-efficient and low-cost manner that balances risk and return based on the client’s goals. The firm allocates client assets to passive or quasi-passive (tax enhanced) strategies utilizing publicly traded securities such as ETFs and mutual funds, or one or more portfolios of liquid securities that are professionally managed. | Finance |
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