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Vu (Will) C. Email & Phone Number

Senior Financial Representative, Principal Securities Registered Representative at Principal Financial Group
Location: San Ramon, California, United States 5 work roles 1 school
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Current company
Role
Senior Financial Representative, Principal Securities Registered Representative
Location
San Ramon, California, United States
Company size

Who is Vu (Will) C.? Overview

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Quick answer

Vu (Will) C. is listed as Senior Financial Representative, Principal Securities Registered Representative at Principal Financial Group, a with 16552 employees, based in San Ramon, California, United States. AeroLeads shows a matched LinkedIn profile for Vu (Will) C..

Vu (Will) C. previously worked as Financial Advisor at Morgan Stanley and Financial Advisor at Axa Advisors. Vu (Will) C. holds Bachelor Of Arts (B.A.), Mathematics, Recipient Of Cal Opportunity Scholarship – Full-Ride Scholarship. from University Of California, Berkeley.

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Principal Financial Group

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Profile bio

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.

Listed skills include Retirement Planning, Financial Needs Analysis, Iras, Sep, and 18 others.

Current workplace

Vu (Will) C.'s current company

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Principal Financial Group
Principal Financial Group
Senior Financial Representative, Principal Securities Registered Representative
des moines, iowa, united states
Website
Employees
16552
AeroLeads page
5 roles

Vu (Will) C. work experience

A career timeline built from the work history available for this profile.

Senior Financial Representative, Principal Securities Registered Representative

Current

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

Sep 2014 - Present

Financial Advisor

275 Battery St #700, San Francisco, Ca 94111

Aug 2011 - Aug 2012

Head Property Manager

Leader Universal Housing

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

Aug 2008 - Jun 2012

Senior Marketing Strategist

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.

Jan 2008 - Nov 2010
Team & coworkers

Colleagues at Principal Financial Group

Other employees you can reach at principal.com. View company contacts for 16552 employees →

1 education record

Vu (Will) C. education

FAQ

Frequently asked questions about Vu (Will) C.

Quick answers generated from the profile data available on this page.

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

Vu (Will) C. works for Principal Financial Group.

What is Vu (Will) C.'s role at Principal Financial Group?

Vu (Will) C. is listed as Senior Financial Representative, Principal Securities Registered Representative at Principal Financial Group.

Where is Vu (Will) C. based?

Vu (Will) C. is based in San Ramon, California, United States while working with Principal Financial Group.

What companies has Vu (Will) C. worked for?

Vu (Will) C. has worked for Principal Financial Group, Morgan Stanley, Axa Advisors, Leader Universal Housing, and Airset.

Who are Vu (Will) C.'s colleagues at Principal Financial Group?

Vu (Will) C.'s colleagues at Principal Financial Group include Josh Hampleman, Chris Mendenhall, Salauddin Sarder, Alexandra Shafer, and Kimberly Diello.

How can I contact Vu (Will) C.?

You can use AeroLeads to view verified contact signals for Vu (Will) C. at Principal Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Vu (Will) C. attend?

Vu (Will) C. holds Bachelor Of Arts (B.A.), Mathematics, Recipient Of Cal Opportunity Scholarship – Full-Ride Scholarship. from University Of California, Berkeley.

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

Vu (Will) C. is listed with skills including Retirement Planning, Financial Needs Analysis, Iras, Sep, Disability Income Insurance, Term Life Insurance, Universal Life Insurance, and Long Term Care Insurance.

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