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Lloyd Wong, CFA

Lloyd Wong, CFA

Investment Counselor

Followers of Lloyd Wong, CFA206 followers
location of Lloyd Wong, CFAPasadena, California, United States

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  • Timeline

  • About me

    Investment professional at Clifford Swan Investment Counselors

  • Education

    • Marlborough School

      1974 - 1980

    • Duke University

      1980 - 1983

      Activities and Societies: Chi Omega Sorority

  • Experience

    • Clifford Swan Investment Counselors

      Jan 2004 - now
      Investment Counselor

  • Licenses & Certifications

    • Chartered Financial Analyst

      CFA Institute
      Sept 2000

  • Volunteer Experience

    • Member Board of Trustees

      Issued by Monte Vista Grove Homes on Jan 2022
      Monte Vista Grove HomesAssociated with Lloyd Wong, CFA

    • Member

      Issued by Pasadena Tournament of Roses on Sept 2009
      Pasadena Tournament of RosesAssociated with Lloyd Wong, CFA

    • Member Board of Directors

      Issued by Pasadena Chamber of Commerce and Civic Association (California) on Aug 2019
      Pasadena Chamber of Commerce and Civic Association (California)Associated with Lloyd Wong, CFA

    • Member Board of Trustees

      Issued by Villa Esperanza Services on Sept 2014
      Villa Esperanza ServicesAssociated with Lloyd Wong, CFA