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Joseph Lee – 泛宇集團財務規劃總監

2022-05-26T00:00:00-07:00
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  1. Events
  2. Joseph Lee – 泛宇集團財務規劃總監

Joseph Lee – 泛宇集團財務規劃總監

  • 40年投資理財經驗:
    •     - Bishop Trust Co., Peat, Marwick, Mitchell, CPA Firm, EF Hutton, Citi Bank, Bank of America, Brown Brothers Harriman
  • 資產管理部門主管:
    •     - Far East Nation Bank, UCB, CTBC (China Trust Bank), Cathy Bank, Royal Business Bank
  • 曾任洛杉磯縣
    •     - 員工退休金管理委員
    •     - 消保局管理委員
    •     - 私人企業開發局委員
 
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TransGlobal Holding Company has over 30 years of experience in financial planning and management, aiming to serve the Asian communities in the U.S. TransGlobal provides a comprehensive spectrum of first-class, appropriate wealth management services to a diverse clientele.

DISCLOSURE

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Globalink Securities, Inc. (GSI) and TransGlobal Advisory, LLC (TGA) do not provide legal, tax, or accounting advice. You should consult your personal tax or legal advisor before making any financial decisions.

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CONTACT INFORMATION

  • 185 W Chestnut Ave, Monrovia, CA 91016
  • 1.888.831.8868 | 1.626.447.7888
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