Sunnaret Eang, Cfp®

Sunnaret Eang, Cfp® Email and Phone Number

Philadelphia, PA, US
Sunnaret Eang, Cfp®'s Location
Greater Philadelphia, United States
Sunnaret Eang, Cfp®'s Contact Details

Sunnaret Eang, Cfp® personal email

About Sunnaret Eang, Cfp®

Sunnaret Eang, Cfp® is a Partner at WhartonHill Investment Advisors. They possess expertise in financial analysis, bloomberg, financial modeling, portfolio management, microsoft excel and 10 more skills. They is proficient in Khmer.

Sunnaret Eang, Cfp®'s Current Company Details
WhartonHill Investment Advisors

Whartonhill Investment Advisors

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Partner
Philadelphia, PA, US
Sunnaret Eang, Cfp® Work Experience Details
  • Whartonhill Investment Advisors
    Partner
    Whartonhill Investment Advisors
    Philadelphia, Pa, Us
  • Whartonhill Investment Advisors
    Partner
    Whartonhill Investment Advisors Oct 2023 - Present
    Philadelphia, Pennsylvania, United States
  • Whartonhill Investment Advisors
    Director Of Wealth Management
    Whartonhill Investment Advisors Feb 2021 - Oct 2023
  • Rowan Innovation Venture Fund
    Advisory Committee
    Rowan Innovation Venture Fund Nov 2020 - Present
    The Rowan Innovation Venture Fund is a University-based Private Equity Fund established in 2014 to provide early-stage funding primarily to students, faculty, alumni, and South Jersey individuals and companies.
  • Innovate Capital Growth Fund
    Strategic Advisory Member
    Innovate Capital Growth Fund Sep 2020 - Present
    Innovate Capital Growth Fund is a Philadelphia-based Private Equity Fund focused on small and middle-market minority-controlled businesses operating predominantly in the Mid-Atlantic region.
  • Jpmorgan Chase & Co.
    Vice President - Client Advisor
    Jpmorgan Chase & Co. Jul 2018 - Oct 2020
    Philadelphia, Pennsylvania
    “J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). Brokerage investment products/services are offered by J.P. Morgan Securities LLC (JPMS), member FINRA & SIPC. JPMorgan Chase Bank, N.A. and its affiliates (collectively JPMCB) offer other investment products, which may include bank- managed accounts and custody, as part of its trust and fiduciary services. JPMCB and JPMS are affiliated companies under the common control of JPM.INVESTMENT PRODUCTS: • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUEJPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPM. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. As of January 2020, "Likes", "Favorites" or other similar functionality available through social media sites should not be considered a positive reflection of the services offered by JPM.Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important- information-sm. © 2020 JPM.
  • Jpmorgan Chase & Co.
    Vice President
    Jpmorgan Chase & Co. Jul 2018 - Oct 2020
  • Bny Mellon
    Vice President - Wealth Manager
    Bny Mellon Feb 2016 - May 2018
    Greater Philadelphia Area
  • Bny Mellon
    Associate Wealth Manager
    Bny Mellon Apr 2014 - Feb 2016
    Philadelphia, Pa
  • Brown Brothers Harriman
    Senior Relationship Associate
    Brown Brothers Harriman Aug 2009 - Apr 2014
    Greater Philadelphia Area
  • Merrill Lynch
    Wealth Management Intern
    Merrill Lynch May 2008 - Aug 2009

Sunnaret Eang, Cfp® Skills

Financial Analysis Bloomberg Financial Modeling Portfolio Management Microsoft Excel Economics Powerpoint Wealth Management Bloomberg Terminal Fixed Income Asset Management Customer Service Finance Valuation Mutual Funds

Sunnaret Eang, Cfp® Education Details

  • Rutgers Business School
    Rutgers Business School
    Master Of Business Administration - Mba
  • Rutgers University
    Rutgers University
    Economics

Frequently Asked Questions about Sunnaret Eang, Cfp®

What company does Sunnaret Eang, Cfp® work for?

Sunnaret Eang, Cfp® works for Whartonhill Investment Advisors

What is Sunnaret Eang, Cfp®'s role at the current company?

Sunnaret Eang, Cfp®'s current role is Partner.

What is Sunnaret Eang, Cfp®'s email address?

Sunnaret Eang, Cfp®'s email address is su****@****ers.edu

What schools did Sunnaret Eang, Cfp® attend?

Sunnaret Eang, Cfp® attended Rutgers Business School, Rutgers University.

What skills is Sunnaret Eang, Cfp® known for?

Sunnaret Eang, Cfp® has skills like Financial Analysis, Bloomberg, Financial Modeling, Portfolio Management, Microsoft Excel, Economics, Powerpoint, Wealth Management, Bloomberg Terminal, Fixed Income, Asset Management, Customer Service.

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