Mengjun (Veronica) He, Cfp®

Mengjun (Veronica) He, Cfp® Email and Phone Number

Financial Planning Specialist at Altfest Personal Wealth Management
Mengjun (Veronica) He, Cfp®'s Location
New York City Metropolitan Area, United States
Mengjun (Veronica) He, Cfp®'s Contact Details

Mengjun (Veronica) He, Cfp® work email

Mengjun (Veronica) He, Cfp® personal email

About Mengjun (Veronica) He, Cfp®

Mengjun (Veronica) He, Cfp® is a Financial Planning Specialist at Altfest Personal Wealth Management. They is proficient in English.

Mengjun (Veronica) He, Cfp®'s Current Company Details

Financial Planning Specialist at Altfest Personal Wealth Management
Mengjun (Veronica) He, Cfp® Work Experience Details
  • Altfest Personal Wealth Management
    Financial Planning Associate
    Altfest Personal Wealth Management Aug 2017 - Jul 2018
    Greater New York City Area
    View
  • Altfest Personal Wealth Management
    Intern
    Altfest Personal Wealth Management Jun 2016 - Aug 2017
    Greater New York City Area
    View
  • Guangfa Securities
    Financial Consultant
    Guangfa Securities Aug 2014 - Jul 2015
    Xi'An, Shaanxi, China
    • Liaised effectively with branch managers and financial managers of bank of Xi’an and developed over 200 clients• Introduced fixed income products and equity products to clients and completed over $600,000 deals in total• Facilitated meetings between GuangFa Securities and Western Trust on the IPO projects for small firms
  • Western Trust
    Project Manager Assistant
    Western Trust Mar 2014 - Jun 2014
    Xi'An, Shaanxi, China
    • Wrote monthly risk assessment reports on company’s trust fund products for management• Conducted fundamental evaluation of businesses in the due diligence reports and assisted senior managers to present projects in front of the risk assessment committee• Collated financial reports, contracts and clients’ redemption information

Mengjun (Veronica) He, Cfp® Skills

Microsoft Excel Microsoft Powerpoint Microsoft Word Microsoft Office Data Analysis Valuation Stattools Event Planning Time Management Bloomberg Terminal Eviews Leadership Teamwork Morningstar Office Irebal

Mengjun (Veronica) He, Cfp® Education Details

Frequently Asked Questions about Mengjun (Veronica) He, Cfp®

What is Mengjun (Veronica) He, Cfp®'s role at the current company?

Mengjun (Veronica) He, Cfp®'s current role is Financial Planning Specialist at Altfest Personal Wealth Management.

What is Mengjun (Veronica) He, Cfp®'s email address?

Mengjun (Veronica) He, Cfp®'s email address is mh****@****est.com

What schools did Mengjun (Veronica) He, Cfp® attend?

Mengjun (Veronica) He, Cfp® attended Pace University - Lubin School Of Business, The University Of Sheffield, The University Of Sheffield.

What are some of Mengjun (Veronica) He, Cfp®'s interests?

Mengjun (Veronica) He, Cfp® has interest in Sporting Clays, Electronic Piano.

What skills is Mengjun (Veronica) He, Cfp® known for?

Mengjun (Veronica) He, Cfp® has skills like Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Microsoft Office, Data Analysis, Valuation, Stattools, Event Planning, Time Management, Bloomberg Terminal, Eviews, Leadership.

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