Angela

Angela: Email & Phone Number

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Investment Advisor Representative (IAR) at TransGlobal Holding Co.|United States

Position:

Investment Advisor Representative (IAR) at TransGlobal Holding Co.

Location:

United States

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Last updated: 2026-05-28
Updated: 2026-05-28

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Work Experience 22 years

Investment Advisor Representative (IAR) at TransGlobal Holding Co.

Mar 2022 - Current

Financial Advisor at BH Financial & Insurance Services

Mar 2019 - Jan 2022

Accountant/Controller at CL Pacific Trading International

Jun 2013 - Jan 2018

Accountant at SPS California

Apr 2004 - Apr 2011

Angela started working in 2004, then the employee has changed 3 companies and 3 jobs. On average, Angela works for one company for 4 years 9 months.

Their professional focus is 401(k) Retirement Savings Plans, Annuities, and Business Tax Planning across 3 core areas.

Education

Master's degree at University of Illinois Urbana-Champaign

Bachelor's degree at San Jose State University

Skills

Annuities, 401(k) Retirement Savings Plans, Business Tax Planning

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Angela
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