Angel Wang, AWMA® CRPC®

Angel Wang, AWMA® CRPC®

Personal Banker

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  • Timeline

  • About me

    Vice President- Financial Consultant

  • Education

    • Liaoning University

      -
      BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
  • Experience

    • Bank of America

      Jan 2006 - Jan 2009
      Personal Banker
    • Wells Fargo

      Jan 2009 - Jan 2011
      Assistant Manager
    • JPMorgan Chase & Co.

      Jan 2012 - Jan 2017
      Private Client Banker
    • Bank of America

      Jan 2017 - Jan 2018
      • Relationship Manager

        Jan 2018 - Jan 2018
      • Financial Center Lending Consultant

        Jan 2017 - Jan 2018
    • TD Ameritrade

      Jan 2019 - now
      • Senior Financial Consultant

        Jun 2020 - now
      • Financial Consultant

        Aug 2019 - now
      • CSS

        Jan 2019 - Aug 2019
    • Charles Schwab

      Jan 2022 - now
      VP - Financial Consultant

      Help clients own their tomorrow

  • Licenses & Certifications

    • AWMA

      Kaplan
      Jan 2023
    • CRPC®

      Kaplan