jeff ou

jeff ou

customer relations manager

About

Experienced Wealth Management Advisor with a demonstrated history of working in the financial services industry. Skilled in Financial Planning, Asset Management, Mutual Funds, Investments, and Wealth Management. Strong finance professional with a Bachelor of Arts - BA focused in Business Economics from University of California, Irvine.

Country

taiwan

City

taichung city

Industry

financial services

Skill

marketing, customer service, microsoft office, social media, sales, wealth management, investments, mutual funds, financial planning, asset management

Experience

eva airways corp.

reservations specialist

eva airways corp.

2011-8 - 2012-7 · 1 yr
china development financial 中華開發金控

customer relations manager

china development financial 中華開發金控

2018-8 - Present · 8 yrs 2 mos
skfh

personal financial advisor

skfh

2014-1 - 2018-4 · 4 yrs 4 mos

Insurance, Mutual Funds, Investments, ETF, Preferred Shares, OBU, Personal Financial Planning & Wealth Management

Education

university of california

university of california

university of california, riverside

university of california, riverside

economics

2005-1 - 2007-1 · 2 yrs 1 mo
uc irvine

uc irvine

business economics

2006-1 - 2010-1 · 4 yrs 1 mo

jeff ou's Contact Information

Email

******@***.com

Phone

(**) *** ****

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