David Khang Email and Phone Number

Provide portfolio analysis and due diligence oversight for proprietary rep as portfolio manager advisory program.Built and executed plan to collected asset allocation, investment strategy, and benchmark data on over 300K accounts.Worked with FactSet to build portfolio analysis packet which includes holdings, returns, and risk analysis. Built new due diligence process from the ground up.Lead project for building an internal workflow tool used to track all interactions with the field. Proficient in FactSet and Morningstar Direct.

• Provide personal financial advice and improve portfolio security through life insurance and other products• Research products and develop presentations tailored toward client needs• Obtained health/life insurance license and familiar with materials regarding Series 6 & 63 licenses• Networked through friends, family and referrals to build personal clientele