Luan Dinh
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Perfil
Mr. Dinh joined Denali Advisors in 2005.
He assists the Portfolio Manager in rebalancing the portfolios, researching special situations, and managing client account data.
He was former Account Associate at Denali Advisors providing portfolio accounting, client reporting, and account reconciliation functions.
He also worked as Team Leader at TD Waterhouse; supported technology applications development and brokerage services to numerous retail clients.
He has Experience in options trading, risk management, and investment operations.
Mr. Dinh received his BA in Economics form the UNIversity of California, San Diego.
He has a series of 7 and 63 license.
Antiguos cargos conocidos de Luan Dinh.
| Empresas | Cargo | Fin |
|---|---|---|
TD Waterhouse Group, Inc.
 TD Waterhouse Group, Inc. Investment Banks/BrokersFinance TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets | Corporate Officer/Principal | - |
Denali Advisors LLC
 Denali Advisors LLC Investment ManagersFinance Denali Advisors LLC is a SEC-registered investment advisor and holding firm headquartered in San Diego, California. The firm was founded by Robert Snigaroff and Mike Munson in 2001. The firm provides investment advisory services on an advisory and sub-advisory basis to institutional public, corporate and insurance clients. | Corporate Officer/Principal | - |
Formación de Luan Dinh.
| University of California San Diego | Undergraduate Degree |
Experiencias
Funciones ocupadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Denali Advisors LLC
Denali Advisors LLC Investment ManagersFinance Denali Advisors LLC is a SEC-registered investment advisor and holding firm headquartered in San Diego, California. The firm was founded by Robert Snigaroff and Mike Munson in 2001. The firm provides investment advisory services on an advisory and sub-advisory basis to institutional public, corporate and insurance clients. | Finance |
TD Waterhouse Group, Inc.
TD Waterhouse Group, Inc. Investment Banks/BrokersFinance TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products on an integrated basis. The company currently services 3.2 million active customer accounts in the United States, Canada, and the United Kingdom, and through its brokerage subsidiaries and affiliates, acts as custodian for approximately $172.3 billion customer assets | Finance |
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