Tom Min Ngo
Nessuna posizione attualmente
Profilo
Prior to joining Wetherby Asset Management in 2007, Mr. Ngo worked for Wells Fargo in various management capacities, the latest of which was Vice President of Program Management, where he oversaw strategic initiatives in Wells Fargo's Wealth Management and Consumer Credit Groups.
Before that, he co-founded a financial services company that provided mutual fund trading, reporting and account management solutions to European Financial Institutions.
he was also a Development Manager at Advent Software managing custom interface engineering and Quality Assurance teams for Advent's portfolio management software.
Tom started his career in management consulting working on Fortune 500 engagements.
Mr. Ngo earned an MBA from the University of California, Berkeley, and a BA from the University of California, Los Angeles in Environment Studies/Geography.
He holds the Project Management Professional designation, is Series 7 & 66 Licensed and is a California Life and Health Insurance licensee.
Precedenti posizioni note di Tom Min Ngo
| Società | Posizione | Fine |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Corporate Officer/Principal | - |
Formazione di Tom Min Ngo
| University of California, Berkeley | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
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