Profiel
Ms. Eileen Huang, CFA MBA, is a Senior Analyst at Experiential Wealth Inc. She joined the firm in 1997 and is responsible for conducting fund search and manager analysis as well as preparing quarterly investment and portfolio analysis reports.
She is responsible for maintaining the firm’s portfolio management system and the execution of trade orders.
Previous to that she was the Assistant Manager for International Business Development at Win Kale Enterprise Co. where she was responsible for budgeting, forecasting and operational analysis.
Ms. Huang received her Bachelor of International Business from the Fu-Jen Catholic University in Taiwan and her MBA in finance from the George Washington University in 1996.
She earned her Chartered Financial Analyst (CFA) designation in 2000 and is a member of the CFA Society of San Diego.
Actieve functies van Eileen Huang
| Bedrijven | Functie | Begin |
|---|---|---|
Experiential Wealth Inc.
 Experiential Wealth Inc. Investment ManagersFinance Experiential Wealth, Inc. is an independent investment manager headquartered in Cabin John, Maryland. The firm was founded by Philip S.L. Chao in 1992 as Chao & Co. Ltd. and changed their legal name to Experiential Wealth, Inc. in 2019. They provide financial and investment advice and portfolio management services to individuals, families, foundations and institutions. | Analyst-Equity | 01-01-1997 |
Opleiding van Eileen Huang
| Fu Jen Catholic University | Undergraduate Degree |
| The GW School of Business | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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| Bedrijven in privébezit | 1 |
|---|---|
Experiential Wealth Inc.
Experiential Wealth Inc. Investment ManagersFinance Experiential Wealth, Inc. is an independent investment manager headquartered in Cabin John, Maryland. The firm was founded by Philip S.L. Chao in 1992 as Chao & Co. Ltd. and changed their legal name to Experiential Wealth, Inc. in 2019. They provide financial and investment advice and portfolio management services to individuals, families, foundations and institutions. | Finance |
