Vu (Will) C.

Vu (Will) C. Email and Phone Number

Senior Financial Representative, Principal Securities Registered Representative @ Principal Financial Group
des moines, iowa, united states
Vu (Will) C.'s Location
San Ramon, California, United States, United States
About Vu (Will) C.

Change is the one great constant in life. That’s why it’s so important to regularly review your objectives, your plan, or your financial strategy—at least once a year. Pick a day—each year—to trigger a call to me to setup an appointment. 1198903Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., Securities and advisory products offered through Principal Securities, Inc.,800/247-1737, member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. Vu (Will) Chau, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.Vu (Will) Chau is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

Vu (Will) C.'s Current Company Details
Principal Financial Group

Principal Financial Group

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Senior Financial Representative, Principal Securities Registered Representative
des moines, iowa, united states
Website:
principal.com
Employees:
16552
Vu (Will) C. Work Experience Details
  • Principal Financial Group
    Senior Financial Representative, Principal Securities Registered Representative
    Principal Financial Group Sep 2014 - Present
    Walnut Creek, California, United States
    Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 888-774-6267, Member SIPC. Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Sep 2012 - May 2014
  • Axa Advisors
    Financial Advisor
    Axa Advisors Aug 2011 - Aug 2012
    275 Battery St #700, San Francisco, Ca 94111
  • Leader Universal Housing
    Head Property Manager
    Leader Universal Housing Aug 2008 - Jun 2012
    Berkeley, Ca
    • Managed real estate rental portfolio consisting of approximately 2% of properties in the City of Berkeley.• Increased sustainable sales revenue by 120% and customer satisfaction by 75% over the span of employment period.• Established an online collaboration module to track & report vacancies, share legal & financial records and resident info. • Performed cash flow projections and analyze performance of individual property investments.• Managed property managers, maintenance… Show more • Managed real estate rental portfolio consisting of approximately 2% of properties in the City of Berkeley.• Increased sustainable sales revenue by 120% and customer satisfaction by 75% over the span of employment period.• Established an online collaboration module to track & report vacancies, share legal & financial records and resident info. • Performed cash flow projections and analyze performance of individual property investments.• Managed property managers, maintenance technicians, cleaning crews, and all other vendor escalation operatives. Show less
  • Airset
    Senior Marketing Strategist
    Airset Jan 2008 - Nov 2010
    2054 University, Berkeley, Ca 94704
    • Founding employee at growing cloud-computing startup.• Assisted senior management in the development of long-term product strategies, provided market requirements, mapped competitive landscapes, and played an integral role in business development initiatives.• Created UI mock-ups, user interaction models, prototypes, design specifications, and screen flows.• Generated product-related content for all external and internal uses including user manual, sales strategies, web-usage data.

Vu (Will) C. Skills

Retirement Planning Financial Needs Analysis Iras Sep Disability Income Insurance Term Life Insurance Universal Life Insurance Long Term Care Insurance Estate Planning Supplemental Retirement Income Business Continuation Strategies Executive Benefits Strategies Buy Sell Agreements Charitable Giving College Funding Strategies Key Person Insurance Survivor Income Pension Plans Split Dollar Plans Mutual Funds Informal Business Valuation Deferred Compensation Plans

Vu (Will) C. Education Details

Frequently Asked Questions about Vu (Will) C.

What company does Vu (Will) C. work for?

Vu (Will) C. works for Principal Financial Group

What is Vu (Will) C.'s role at the current company?

Vu (Will) C.'s current role is Senior Financial Representative, Principal Securities Registered Representative.

What schools did Vu (Will) C. attend?

Vu (Will) C. attended University Of California, Berkeley.

What skills is Vu (Will) C. known for?

Vu (Will) C. has skills like Retirement Planning, Financial Needs Analysis, Iras, Sep, Disability Income Insurance, Term Life Insurance, Universal Life Insurance, Long Term Care Insurance, Estate Planning, Supplemental Retirement Income, Business Continuation Strategies, Executive Benefits Strategies.

Who are Vu (Will) C.'s colleagues?

Vu (Will) C.'s colleagues are Barbara Hansen, Sheila Randal, Miller Bettina, Shirley Burke, Tarik Cowman, Sheri Hagerman, Abbey Strachota.

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