David Tsang
Martinez,CA
Summary
Skilled Financial Solutions Advisor with background in financial planning, portfolio management, and client relationship building. Strengths include strategic financial guidance tailored to individual client needs, thorough understanding of investment products, and ability to explain complex financial concepts in comprehensible terms. Record of success includes fostering robust relationships with clients, identifying their unique needs, and providing customized solutions for wealth growth and preservation.
Overview
12
12
years of professional experience
Work History
Financial Solutions Advisor
Merrill Lynch
Oakland, CA
11.2015 - Current
- Conducted financial reviews with clients to identify needs and objectives, developed financial strategies tailored to individual circumstances.
- Provided advice on investments, pensions, tax planning, estate planning and insurance solutions.
- Analyzed client's current financial situation and prepared detailed reports outlining potential risks and opportunities.
Personal Banker
Bank of America
Oakland, California
07.2012 - 08.2015
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
Education
Bachelor of Arts - Economic
UC DAVIS
09-2010
Skills
- Retirement planning
- Tax planning
- Debt management
- Credit analysis
Timeline
Financial Solutions Advisor
Merrill Lynch
11.2015 - Current
Personal Banker
Bank of America
07.2012 - 08.2015
Bachelor of Arts - Economic
UC DAVIS