Simon Woo
Investment Advisor Representative @ Transamerica Financial Advisors, Inc.
About
Hard-working economics major with excellent interpersonal and communication skills and a strong motivation to further my career. Detail-oriented worker with strong technical and analytical skills in the investment field.
United States
Los Angeles
Financial Services
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Python, Leadership, Teamwork, Communication, Statistical Data Analysis, Microsoft Office, Customer Service, marketing, Economics, Public Speaking, Portfolio Management
Experience
Investment Advisor Representative
Transamerica Financial Advisors, Inc.
Los Angeles, California, United States
Transamerica Financial Advisors, Inc’s. financial professionals may only transact business they are appropriately licensed to offer and in states where they are registered. Any individual communication trying to effect a transaction in securities for compensation or the rendering of personalized investment advice for a fee will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC, and federally Registered Investment Advisor.
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Education
Boston College
Economics
Major in Economics, Minor in Music Recipient of Dean's List
Simon Woo's Contact Information
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