Shawn Hsieh, Cfa, Cfp®, Ea

Shawn Hsieh, Cfa, Cfp®, Ea Email and Phone Number

Principal - Portfolio Manager and Tax Consultant @ Highline Wealth Partners
15260 Ventura Blvd.,
Shawn Hsieh, Cfa, Cfp®, Ea's Location
United States, United States
Shawn Hsieh, Cfa, Cfp®, Ea's Contact Details

Shawn Hsieh, Cfa, Cfp®, Ea work email

Shawn Hsieh, Cfa, Cfp®, Ea personal email

n/a
About Shawn Hsieh, Cfa, Cfp®, Ea

Shawn Hsieh, Cfa, Cfp®, Ea is a Principal - Portfolio Manager and Tax Consultant at Highline Wealth Partners. They possess expertise in investment strategies, finance, mutual funds, investments, investment management and 17 more skills.

Shawn Hsieh, Cfa, Cfp®, Ea's Current Company Details
Highline Wealth Partners

Highline Wealth Partners

View
Principal - Portfolio Manager and Tax Consultant
15260 Ventura Blvd.,
Website:
charlesworthrugg.com
Employees:
15
Shawn Hsieh, Cfa, Cfp®, Ea Work Experience Details
  • Highline Wealth Partners
    Principal - Portfolio Manager And Tax Consultant
    Highline Wealth Partners
    United States
    View
  • Highline Wealth Partners
    Principal - Portfolio Manager / Tax Consultant
    Highline Wealth Partners Aug 2018 - Present
    Los Angeles, California, United States
  • City National Bank
    Private Banking - Investment
    City National Bank Jan 2016 - Feb 2018
    Greater Los Angeles Area
    View
  • Prudential Financial
    Institutional Pension Investment Advisor
    Prudential Financial Oct 2012 - Dec 2015
    Greater Los Angeles Area
    View
  • Park Avenue Securities
    Investment Consultant
    Park Avenue Securities Aug 2010 - Oct 2012
    Greater Los Angeles Area
    View
  • Northwestern Mutual
    Associate Investment Analyst
    Northwestern Mutual Jan 2009 - Apr 2010
    Greater Los Angeles Area
    View
  • Sbpe Realty
    Broker/ Owner
    Sbpe Realty Nov 2007 - Dec 2008
    Greater Los Angeles Area
  • Lincoln Travel
    President
    Lincoln Travel Feb 2007 - Dec 2008
    Greater Los Angeles Area

Shawn Hsieh, Cfa, Cfp®, Ea Skills

Investment Strategies Finance Mutual Funds Investments Investment Management Equity Research Analysis Retirement Planning Bonds Equities Financial Analysis Series 7 Certified Financial Planner Securities Microsoft Excel Etfs Real Estate Broker Asset Management Financial Services Financial Modeling Portfolio Management Series 66 Microsoft Office

Shawn Hsieh, Cfa, Cfp®, Ea Education Details

Frequently Asked Questions about Shawn Hsieh, Cfa, Cfp®, Ea

What company does Shawn Hsieh, Cfa, Cfp®, Ea work for?

Shawn Hsieh, Cfa, Cfp®, Ea works for Highline Wealth Partners

What is Shawn Hsieh, Cfa, Cfp®, Ea's role at the current company?

Shawn Hsieh, Cfa, Cfp®, Ea's current role is Principal - Portfolio Manager and Tax Consultant.

What is Shawn Hsieh, Cfa, Cfp®, Ea's email address?

Shawn Hsieh, Cfa, Cfp®, Ea's email address is sh****@****cnb.com

What schools did Shawn Hsieh, Cfa, Cfp®, Ea attend?

Shawn Hsieh, Cfa, Cfp®, Ea attended Ucla Anderson School Of Management, California State University-Long Beach.

What skills is Shawn Hsieh, Cfa, Cfp®, Ea known for?

Shawn Hsieh, Cfa, Cfp®, Ea has skills like Investment Strategies, Finance, Mutual Funds, Investments, Investment Management, Equity Research Analysis, Retirement Planning, Bonds, Equities, Financial Analysis, Series 7, Certified Financial Planner.

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