Fannie Chung
Geen lopende functies
Profiel
Fannie is a member of the Business Development team and a Financial Advisor, principally serving native Cantonese and Mandarin speaking clients.
Fannie serves as a primary point of contact with Asian business partners of the firm, participating in all aspects of new client acquisition and facilitating the transition of new clients to the firm’s service.
Previously, she served as a Financial Planning Administrator and Client Service Specialist for a financial consulting firm in Milpitas, CA.
Fannie received her Bachelor of Science in Business Administration from California State University, Hayward, with an emphasis in Finance and Marketing.
She has completed the Certified Financial Planner program.
She speaks both Cantonese and Mandarin and currently resides in Foster City with her husband, Jack.
Eerdere bekende functies van Fannie Chung
Bedrijven | Functie | Einde |
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Summitry LLC
Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Portefeuillebeheerder-Aandelen | 30-06-2010 |
Opleiding van Fannie Chung
California State University-East Bay | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Summitry LLC
Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Finance |