Benjamin H. Woo, CPM®, CFP®

Experience

• 

  Citibank

  Aug 1996 - Oct 1999

  Branch Manager
• 

  Merrill Lynch

  Oct 1999 - Nov 2001

  Assistant Vice President
• 

  Charles Schwab

  Dec 2001 - Jul 2010

  Vice President
• 

  Morgan Stanley Wealth Management

  Jul 2010 - now

  Senior Vice President, Sr. Portfolio Management Director, Financial Advisor

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