Advisory Solutions Support Specialist
Current- Fixed income securities trading- Portfolio management
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Tho Ho is listed as Advisory Solutions Support Specialist at Arvest Wealth Management, a with 184 employees, based in Rogers, Arkansas, United States. AeroLeads shows a matched LinkedIn profile for Tho Ho.
Tho Ho previously worked as Product Administrator at Arvest Wealth Management and Wealth Management Intern at Arvest Wealth Management. Tho Ho holds Bachelor'S Degree, Finance, General from University Of Arkansas - Sam M. Walton College Of Business.
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I was born and raised in Vietnam until the age of 16 when I decided to travel abroad to study in America. Needless to say, I experienced a major case of culture shock but I had the best two years of high school in Phoenix, Arizona. I then moved to Arkansas for college and fell in love with the state, and I have been living here in NWA ever since.I would like to be known for my resilience and dedication in any goals I set for myself. I am always open to learning new skills and expanding my knowledge. I am currently a Chartered Financial Analyst level 2 candidate and I am working to become a charterholder in the future.
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Rogers, Arkansas, United States
- Fixed income securities trading- Portfolio management
Rogers, Arkansas, United States
- Grant user access and trading authority to appropriate personnel, ensuring compliance with company policies- Conduct monthly comprehensive financial analysis and analyze household and referral data on our 14 regions- Create retirement plans for clients whose net worth are from $1 to $10 million for the financial planning team
Rogers, Arkansas, United States
- Converted retirement plans of 117 clients from eMoney to MoneyGuidePro for AWM client advisors- Consulted with client advisors from our 14 regions to prepare estate planning, retirement plans for high net worth clients- Responsible for researching and presenting solutions for post-pandemic hiring to company leaders and the CEO
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Tho Ho works for Arvest Wealth Management.
Tho Ho is listed as Advisory Solutions Support Specialist at Arvest Wealth Management.
Tho Ho is based in Rogers, Arkansas, United States while working with Arvest Wealth Management.
Tho Ho has worked for Arvest Wealth Management.
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Tho Ho holds Bachelor'S Degree, Finance, General from University Of Arkansas - Sam M. Walton College Of Business.
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