Jimmy Quan is a highly qualified expert, working in Barkley main office of which is in 750. on the position of Media Planning Specialist from 2020. This person gained professional experience in more than nine positions at different companies. Jimmy Quan went to the University at Buffalo School of Management, the State University of New York and received education from 2009 to 2013. This professional has such qualifications as Accredited Domestic Partnership Advisor, Certified Financial Planner, and Personal Investment Advisor. Roanoke, Indiana is the area, where this person was lastly known to live. Their email address and phone are accessed through SoftwareOfficial by request.
Name variants:
James Quan
Last updated May 27, 2024
Contact Information
Last Update
Jul 10, 2022
Email
ji**@ml.com, ji**@gmail.com, ji**@mindshareworld.com
Location
Roanoke, IN
Company
Workplace
Colleagues
Work History
Marketing Intern
New York, NY
Product managing and owning industry-focused conferences and forums, from conception to development to marketing to execution
Managed exclusive databases and executed promotional campaigns...
May 2012 — Aug 2012
Wealth Management Advisor at Merrill Lynch Wealth Management
New York, NY
Wealth Management Advisor at Merrill Lynch Wealth Management at Merrill Lynch Wealth Management, Bank of America Corporation
from Jan 2012
Financial Advisor, Pia Pmgram Portfolio Manager, Pia Program Portfolio Manager
New York, NY
Education
1994 — 2000
Occupations
Advisor
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Portfolio Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Investment Analyst
Financial Analyst
Skills
Financial Strategies
Wealth Management
Investment
Comscore
Nonprofits
Doubleclick For Publishers
Openx
App Nexus
Media Planning
Reporting and Analysis
Budget Monitoring
Social Networking
Marketing
Advertising
FAQs about Jimmy Quan
What is the main profession of Jimmy Quan?
Jimmy is a Media Planning Specialist.
What jobs is Jimmy proficient at at?
The expert is proficient at Advisor jobs.
Where does Jimmy Quan live?
Jimmy Quan currently lives in Roanoke, Indiana.
What is the expert's email?
The professional's email is ji**@ml.com and ji**@gmail.com.
Where did Jimmy Quan work?
This expert worked at Barkley, Mindshare.
Does Jimmy Quan have personal website or blog?
The professional`s website is http://www.wachoviasec.com and http://home.wellsfargoadvisors.com/jimmy.quan.
Where has Jimmy Quan studied?
Jimmy studied at the University at Buffalo School of Management, the State University of New York from 2009 to 2013.
Are there any certifications, that Jimmy Quan has?
The professional received the following certifications: Accredited Domestic Partnership Advisor, Certified Financial Planner, Personal Investment Advisor, and Chartered Retirement Planning Counselor.