Profil
Ms. Wendy C.
Chen is Vice President & Associate Relationship Manager at AT Investment Advisers, Inc. (formerly Atlantic Trust Private Wealth Management).
She more than 12 years of industry experience.
Prior to joining Atlantic Trust Private Wealth Management in March 2004, Ms. Chen was with Smith Barney's San Francisco office and worked as a sales and marketing associate.
She is an active member of the German Shepherd Rescue of Orange County.
Ms. Chen has a BA in legal studies from the University of California at Berkeley and is currently working towards earning the Certified Financial Planner designation.
Ehemalige bekannte Positionen von Wendy C. Chen
Unternehmen | Position | Ende |
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Smith Barney & Co., Inc. | Corporate Officer/Principal | 01.01.2003 |
Ausbildung von Wendy C. Chen
University of California | Undergraduate Degree |
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Private Unternehmen | 1 |
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Smith Barney & Co., Inc. | Finance |