Fannie Chung

Fannie Chung

Finance
Consumer Services

Profile

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.

Former positions of Fannie Chung

CompaniesPositionEnd
Portfolio Manager-Equities 29/06/2010
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Training of Fannie Chung

California State University-East Bay Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Linked companies

Private companies1

Finance