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    Chuck Wong

    Dublin, California

    Regional Director - Asia Pacific

    TD Ameritrade

    Specialties

    Accounting

    Auditing & Compliance

    Banking, Loans & Insurance

    Corporate Finance

    Investments

    Risk & Quantitative Analysis

    Tax

    Where I've Worked

    Sep 2010 – Present

    Vice President of Retail financial Service and Chase Private Cli

    JPM Chase

    Jul 2019 – Present

    Regional Director - Asia Pacific

    TD Ameritrade

    2019 – Present

    Executive MBA Class Council (Unpaid)

    Cornell University
    M

    2015 – Sep 2016

    Market Sales Manager II, Senior Vice President

    Merrill Lynch, Pierce, Fenner & Smith Inc
    C

    Oct 2008 – Sep 2010

    Branch Manager- Vice President

    CitiGroup-Citibank N.A
    C

    Feb 2007 – Jun 2008

    Branch Manager

    CitiGroup- CitiFinancial
    B

    Jan 2006 – Feb 2007

    Financial Advisor, AVP

    Banc of America Investment
    B

    Jun 2005 – Jan 2006

    Officer, Sales and Services Associate

    Bank of America Private Bank

    Apr 2002 – Jun 2005

    Senior Teller, Officer, Personal Banker

    Bank of America N.A

    2010 – 2014

    Vice President - Retail Banking/ Private Client

    JP Morgan Chase N.A
    B

    2002 – 2007

    Private Banker & Financial Advisor

    Bank of America, International Private Bank
    Where I've Studied

    BA

    University of California

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