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Alan Wong

Alan Wong

Various responsibilties from manufacturing engineer, process control, warehouse & inventory...

Followers of Alan Wong197 followers
location of Alan WongLos Angeles Metropolitan Area

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  • Timeline

  • About me

    Joined Westen and Southern Brokerage, CFP program at UC Irvine (03/2020 to 09/2021)

  • Education

    • University of California, Irvine Division of Continuing Education

      2003 - 2004
      Paralegal Certificate courses included in Patent, Civil litigation, Family law, Tort law, Realty law & more.. A-

    • University of California, Irvine - The Paul Merage School of Business

      2020 - 2021
      Sept 2021Graduated from Personal Financial Planner program. Courses include Financial planning & Analysis； Insurance planning, Retirement, Income Tax, Estate, Investment planning & CFP Practicum A-

    • National Taiwan University

      1977 - 1981
      Bachelor of Science Mechanical Engineering

    • California State University, Fullerton

      1984 - 1988
      Master's degree Computer Engineering B+

    • Eastern Michigan University, Ypsilanti, Michigan

      1981 - 1984
      Master's degree Industrial Technology B+

  • Experience

    • Xerox

      May 1995 - Jun 2018
      Various responsibilties from manufacturing engineer, process control, warehouse & inventory...

      A company man!!

    • Target Realty

      May 2003 - Jul 2009
      Realty Agent

      Busy -- administrative leave

    • Jonathan Navarro Law Office

      Nov 2003 - May 2004
      Paralegal

      Finished paralegal exploring attorney wanna be.. Done cases with exoneration of records, counterfeit cigarette cases, written declaration on defending speeding traffic tickets quite successful.

    • Acara Solutions

      Sept 2018 - Aug 2019
      Consultant

      Turned not a secret agency man

    • Non-Profit Organization

      Sept 2021 - Oct 2021
      Community Advisor Non Profit Organization in Seattle

      Non Profit Organization

    • Southern & Western Brokerage Services Inc

      Aug 2022 - now
      Financial Representative

      Brokerage takes care of investment, insurance aspects for most ..

  • Licenses & Certifications

    • Certificate EPA in 40 CFR 262.34a, including 265.16

      TSP Hazardous Materials & Waste Management

    • EPA Environmental Protection Agency Hazardous Waste General Training

      TSP Hazardous Materials & Waste Management

    • OSHA First Responder Awareness Level / Hazmat Team Training

      TSP Hazardous Materials & Waste Management

    • OSHA safety training in Forklift, standup, standup reach and sitdown.

      American Forklift

    • Transportation Skills Program in general, function specific, safety & security awareness

      TSP Hazardous Material & Waste Management

    • AIRS Community Certicate Program in ethics, confidentiality, & resource database in aging & disability

      AIRS
      Sept 2021

    • DOT Hazardous Material Training

      TSP Hazardous Material & Waste Management
      May 2018

    • LA Election 2021Field Service Technician

      Los Angeles County Department of Mental Health

    • Personal Financial Planning Certificate

      University of California, Irvine Division of Continuing Education
      Sept 2021

    • Six Sigma Yellow Belt

      Xerox