Anna Sui

Anna Sui: Email & Phone Number

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Financial Advisor | Personal Advisor | Wealth Planning and Investment Strategies at Fidelity Investments|Folsom, California, United States

Position:

Financial Advisor | Personal Advisor | Wealth Planning and Investment Strategies at Fidelity Investments

Location:

Folsom, California, United States

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Last updated: 2024-02-26
Updated: 2024-02-26

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Work Experience 17 years

Financial Advisor | Personal Advisor | Wealth Planning and Investment Strategies at Fidelity Investments

Jan 2023 - Current

Strategic Account ExecutiveStrategic Account Executive at Beacon (Now CWAN)

Feb 2021 - Jan 2023

Senior Relationship Manager at Lord Abbett

Aug 2019 - Feb 2021

Vice President, Franchise Sales at Goldman Sachs

Jan 2018 - Jan 2019

Vice President, Global Instititional Sales at Goldman Sachs

Jan 2015 - Jan 2018

Financial Analyst, Institutional Equity Research Sales at Goldman Sachs

Jan 2011 - Jan 2015

Client Analyst, Private Wealth Management at Goldman Sachs

Jan 2009 - Jan 2011

Anna Sui started working in 2009, then the employee has changed 3 companies and 6 jobs. On average, Anna Sui works for one company for 2 years 5 months.

Their professional focus is Architecture des ordinations ,Intégration système - securité Informatique- OS: Windows7- Server20126 -Unix/Linux- Office: Word, Excel, Access- RéseauWan, Tcp/IP - Routing&Switching - Methodologie Help-Desk - Process ITIL - Messagerie: Lotus Notes, Domino - Messagerie:Exchange/Outlook - Outils de virtualisation: HYPER V, Comptabilité, and Financial analysis skills • Investment portfolio management • Retirement planning • Risk management across 3 core areas.

Education

Graduate Work in Economics at New York University

Bachelor of Arts - BA at University of Southern California

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