Morgan Van

Morgan Van: Email & Phone Number

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Sales Representative at World Financial Group (WFG)|San Jose, California, United States

Position:

Sales Representative at World Financial Group (WFG)

Location:

San Jose, California, United States

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Last updated: 2026-09-19
Updated: 2026-09-19

Found email addresses for Morgan Van:

Business emails:
m********n@x.ai,
m****n@financial-legacy.org
Personal emails:

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Work Experience 8 years

Sales Representative at World Financial Group (WFG)

Dec 2021 - Current

AI Tutor - Accounting Expert at SpaceXAI

Mar 2026 - Current

Senior Tax Accountant at Pro Tax & Accounting Corp

Nov 2021 - Mar 2026

Research Intern at CTBC Bank

Jul 2020 - Aug 2020

Accounting Intern at Pro Tax Accounting

Jul 2018 - Aug 2018

Morgan Van started working in 2018, then the employee has changed 4 companies and 4 jobs. On average, Morgan Van works for one company for 2 years.

Morgan is proficient in Chinese and English. Their professional focus is Bookkeeping, Chinese Translation, and Communication across 3 core areas.

Morgan holds Data Wrangling in R, Learn Python 2 Course, and R for Data Science: Analysis and Visualization certifications.

Education

Master of Science - MS at Santa Clara University

Bachelor of Science - BS at University of California, Davis

De Anza College

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