Perfil
Amy Wong is currently working as the Vice President-Institutional Services at PENSCO Trust Co. She started this position in 2018.
Prior to her current role, she worked as the Executive Vice President at LPL Financial LLC from 2000 to 2001.
Antiguos cargos conocidos de Amy Wong.
| Empresas | Cargo | Fin |
|---|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Corporate Officer/Principal | 01/01/2001 |
PENSCO Co. LLC
PENSCO Co. LLC Investment Trusts/Mutual FundsMiscellaneous Provides custodial and administrative services | Corporate Officer/Principal | - |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
PENSCO Co. LLC
PENSCO Co. LLC Investment Trusts/Mutual FundsMiscellaneous Provides custodial and administrative services | Miscellaneous |
- Bolsa de valores
- Insiders
- Amy Wong
















