Vince Ko is a qualified professional, working in Schoolsfirst Federal Credit Union main office of which is in 636. on the position of Retirement Plan Advisor from 2005. Vince gained professional experience in more than four positions at different companies. Vince Ko went to the California State University, Fullerton and got education there from 2010 to 2012. This person has these professional qualifications: Accredited Investment Fiduciary, Certified Retirement Counselor, and Aif. Irvine, California is the area, where this person was lastly known to settle. This expert's email address and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Vincent Ko
Last updated Jun 24, 2024
Contact Information
Last Update
Jun 30, 2022
Email
vi**@gmail.com
Location
Irvine, CA
Workplace
Retirement Plan Advisor
Santa Ana, CA
Industry
Financial Services, Federal Credit Union
Colleagues
Work History
Retirement Plan Advisor
2115 north Broadway, Santa Ana, CA 92706
Works alongside other departments, such as Member Retirement Services, Membership Development, Member Investment Services, and Branches to provide World Class Personal Member Service.
Advi...
Jun 2005 — Apr 2011
Vp, Consulting and Chief Compliance Officer
130 Theory SUITE 200, Irvine, CA 92617
Retirement Plan Design & Administration Strategic consulting to plan fiduciaries, including plan design recommendations, investment advisory, vendor selection, fee benchmarking and complianc...
from Apr 2011
Financial Advisor
720 east Wisconsin Ave, Milwaukee, WI 53202
Planned and implemented specific strategies in the areas of: retirement, education, estate, non-qualified deferred compensation, and buy-sell planning.
Produced comprehensive planning docu...
2002 — 2005
Financial Consultant Intern
420 Montgomery St, San Francisco, CA 94129
Set up retirement seminars for Boeing Employees.
Developed seminar interest through cold-lead phoning.
2003 — 2003
Education
Occupations
Executive
Vice President
Director of Quality Control
Advisor
Master of Science
Fundraiser
Fundraising Officer
Sales Specialist
Supplier
Chief Executive
Compliance Manager
Services Professional
Sales Representative
Skills
Retirement Planning
401K
Retirement
Mutual Funds
Investments
Financial Advisory
Investment Advisory
Employee Benefits
Finance
Management
Pensions
Financial Services
Strategic Financial Planning
Fixed Annuities
Financial Analysis
Financial Planning
Series 63
Series 7
Defined Contribution
Banking
Asset Management
Business Planning
Project Planning
Retirement Plan Consulting
Asset Allocation
Erisa
High Net Worth Individuals
Qualified Retirement Plans
Wealth Management
Dance Dance Revolution
Account Management
Training
Mergers and Acquisitions
Selling
Sound
403 B
Defined Benefit
Series 6
Series 65
Profit Sharing
Sound Production
Annuities
Consultative Selling
Benefits
Mergers
403B
FAQs about Vince Ko
What's the main profession of Vince Ko?
Vince is a Vp, Consulting and Chief Compliance Officer.
What are the profession of The professional?
These person's professions are Executive and Vice President
Where is Vince Ko located?
Vince Ko is located in Irvine, California.
What is Vince's email?
The professional's email is vi**@gmail.com.
Where did Vince Ko work?
Vince Ko worked at Schoolsfirst Federal Credit Union, Precept Advisory Group.
Where has Vince Ko studied?
Vince studied at the California State University, Fullerton from 2010 to 2012.
What are the certifications of Vince Ko?
The professional received the following certifications: Accredited Investment Fiduciary, Certified Retirement Counselor, and Aif.
Are there any professional industries Vince Ko works in?
This professional works in Investment Management industry.