With work experience over 12 years, Ann is nowadays working at Precept Advisory Group that is situated in 593 as a Managing Consultant. Ann received his education from 1989 to 1995 at the California State University, Northridge. This person has certifications in : Finra Series 6, Finra Series 63, and Finra Series 65. Ann speaks English fluently. This expert is located in Corte Madera, California. To contact Ann, you can search for their phone or e-mail address or find full info by requesting access to Ann F Cheu's further details.
Name variants:
Anna Cheu,
Annabel Cheu,
Deanne Cheu,
Hannah Cheu,
Marianne Cheu,
Susan Cheu
Last updated Jun 22, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ac**@sageviewadvisory.com, an**@yahoo.com, an**@mail.com
Location
Corte Madera, CA
Company
Workplace
Managing Consultant
Irvine, CA
Industry
Investment Management, Investment Advice, Investment Advisor
Colleagues
Work History
Managing Consultant
130 Theory SUITE 200, Irvine, CA 92617
Ann has direct relationship responsibility for managing private and public corporate clients in Northern California. My primary responsibilities include: 401(k) committee facilitation, clien...
May 2014 — May 2016
Retirement Plan Consultant
1920 Main St SUITE 800, Irvine, CA 92614
SageView Advisory Group is a registered investment advisory firm serving retirement plan sponsors throughout the United States. They advise on 401(k), 403(b), 457, defined benefit and deferr...
from May 2016
Vice President Consultant Relations
4265 San Felipe St, Houston, TX 77027
Charged with developing relationships with Institutional Consultants and Recordkeeping Platforms to promote our products for use within the Institutional marketplace.
Nov 2011 — Aug 2013
Consultant
New York, NY
Worked in teams to cross-sell Mercer services (Health Care, Actuarial, Communications, Investment Consulting)
Developed client relationships resulting in $800k in Investment Consulting ser...
May 1999 — Feb 2004
Analyst
New York, NY
Analyzed investments for pension and defined contribution plans
Authored quarterly performance reports for clients
Performed detailed quantitative analysis on funds
Jan 1996 — May 1999
Education
Occupations
Counselor
Executive
Manager
Sales Specialist
Supplier
Accountant
Finance and Accounting Specialist
Representative
Advisor
Operations Manager
Services Professional
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Alternative Investments
Investment Strategies
Investments
Mutual Funds
Asset Allocation
Asset Managment
Hedge Funds
Investment Management
Equities
Series 7
Portfolio Management
Fixed Income
Defined Benefit
Pensions
Series 63
Wealth Management
Investment Advisory
Consultants
Retirement
Equity Research
Wealth Management Services
Capital Markets
Financial Services
Securities
Bloomberg
Asset Management
Retirement Planning
401K
Relationship Management
Emerging Markets
Defined Contribution
Valuation
Bonds
Quantitative Analytics
Pension Funds