We found the following information about Terry Chiu at Capital Planning Advisors, where the professional has worked as a Portfolio Manager, Vice President of Investment Research since 2015. Terry's total work experience is over 23 years, during which time Terry had at least four jobs at different places to develop skills. Terry studied at the Golden Gate University. This expert received the following certifications: Cfa and Cfp®. Currently, Terry Chiu is located in Walnut Creek, California. You can contact with Terry by searching for phone number or email address or get exhaustive info by requesting access to the professional's additional details from SoftwareOfficial.
Name variants:
Terence Chiu,
Theobald Chiu,
Theodore Chiu,
Teresa Chiu
Last updated Jun 21, 2024
Contact Information
Workplace
Portfolio Manager, Vice President of Investment Research
Sacramento, CA
Industry
Financial Services, Investor, Financial Advisor
Colleagues
Work History
Portfolio Manager, Vice President of Investment Research
1420 Rocky Ridge Dr SUITE 140, Roseville, CA 95661
from 2015
Senior Vice President Chief Information Officer and Portfolio Manager
1996 — 2015
Occupations
Financial Broker
Portfolio Manager
Executive
Vice President
Senior Vice President
Chief Information Officer
Investment Analyst
Financial Analyst
Chief Executive
Technology Director
Technical Managers
Skills
Portfolio Management
Equities
Asset Management
Investments
Wealth Management
Financial Services
FAQs about Terry Chiu
What is the main profession of Terry Chiu?
The expert is a Portfolio Manager, Vice President of Investment Research.
What jobs is Terry a professional at?
The expert is proficient at such jobs as Financial Broker and Portfolio Manager.
Where is Terry Chiu currently located?
Terry Chiu is currently located in Walnut Creek, California.
How many companies did Terry Chiu work at?
Terry Chiu worked at four jobs.
Where has Terry Chiu studied?
Terry studied at the Golden Gate University.
Are there any professional certifications Terry Chiu has?
This expert received the following certifications: Cfa and Cfp®.
Are there any industries Terry Chiu is connected to?
This person works in Investment Management industry.
What are the skills of Terry Chiu?
Terry Chiu has such skills as Portfolio Management, Equities, Asset Management, Investments, Wealth Management, and Financial Services.