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Jeffrey Ho | Elance
 
176985602337900
Last Sign-in: Sep 4, 2014

Jeffrey Ho

Investment Analyst
   United States
  |   Walnut, CA
  |  6:26 am Local Time

Overview

Minimum Hourly Rate $50

I have over 20 years experience in the securities industry with Fortune 500 institutions such as Wells Fargo and BNY Mellon. I have a strong understanding of the international financial markets and investing in equities, ETF's,options in taxable as well as tax-deferred accounts.

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Skills (10)

Tested

Service Description

In order for me to help you, I prefer a face-to-face meeting to discuss your personal goals, tax domicile, age and confidential information such as income for the past 3 years.

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Education

Cal Poly Pomona
MBA
-
Overview  |  Job History  |  Resume/C.V.

Keywords

investments
securities
corporate actions
writer
travel planner
travel writer
photographer
budgeting
financial planner
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dstnrunner
Type
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Member Since
January 2011
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Jeffrey Ho | Elance

Jeffrey Ho