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Hello I'm Connie Chiang
As a seasoned and trusted Senior Financial Analyst, I have a proven track record of
excellence, consistently achieving 91% on-target performance over 23 consecutive
years. Managing budgets ranging from $100 million to over $2 billion, I have played
a pivotal role in enhancing strategic decision-making to drive company objectives.
My reputation as a reliable financial advisor is well-earned, consistently delivering timely analyses and solutions. Colleagues recognize me for my exceptional vision, forecasting abilities, and collaborative approach, making me a trusted partner in achieving financial success.
I excel at analyzing data to uncover issues, developing practical solutions, and executing plans effectively. At my best, I inspire and empower teams to collaborate, driving them to achieve exceptional results.
My reputation as a reliable financial advisor is well-earned, consistently delivering timely analyses and solutions. Colleagues recognize me for my exceptional vision, forecasting abilities, and collaborative approach, making me a trusted partner in achieving financial success.
I excel at analyzing data to uncover issues, developing practical solutions, and executing plans effectively. At my best, I inspire and empower teams to collaborate, driving them to achieve exceptional results.
Also featured in
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Your Financial Success is My Priority
I am dedicated to understanding your unique financial goals and tailoring investment strategies that align with your aspirations
789
+
Portfolios
60
+
Countries Invested
Results Speak Volumes!
My portfolio's performance has exceeded expectations. Their commitment to achieving results is evident in every recommendation.
GROW
Safeguard and grow your investments with comprehensive, ongoing wealth management
services designed to protect and preserve your financial future
TAILOR
Tailored investment management portfolios designed to meet your unique financial
needs and goals.
AFFIRM
We are dedicated to addressing the philanthropic needs of the local communities
where we live and work, fostering positive and lasting impact.
Clarity and Coordination
I am excited to provide you and your family with a dedicated, personalized team exclusively assigned to you, granting full access to our comprehensive and seamlessly integrated platform. This ensures that a skilled group is at your service, ready to address the unique needs of you and your loved ones, offering exceptional support and tailored solutions.
You don’t have to travel the financial road solo
2023 - Present
WELLS FARGO SECURITIES, LLC (CRD# 126292)
2020 - 2023
BARCLAYS CAPITAL INC. (CRD# 19714)
2016 - 2020
CREDIT SUISSE SECURITIES (USA) LLC (CRD# 816)
2013 - 2015
BARCLAYS CAPITAL INC. (CRD# 19714)
2004 - 2013
JEFFERIES LLC (CRD# 2347)
Work Experience & Examinations
Top-notch Expertise!
In a complex financial landscape, they
stood out for their extensive knowledge and strategic investment acumen.
Trusted and results-driven, they consistently deliver exceptional outcomes.
Stories From Our Valued Clients
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"Their team's personalized approach and strategic insights transformed my financial outlook. A true partner in wealth-building!"
"In a complex financial landscape, they stood out with their deep knowledge and savvy investment strategies. Trustworthy and results-driven!"
My Mission
My personal mission is to enhance the well-being of my clients, colleagues, and communities by providing sound financial advice, upholding integrity, and delivering exceptional service. Through this approach, I aim to enrich lives by fostering wealth and financial prosperity.
Frequently Asked Questions
What types of clients do you typically work with?
I work with a diverse range of clients, including individuals,
families, and businesses, tailoring strategies to meet their
specific financial needs.
What is your investment philosophy, and how does it align with
clients' goals?
My philosophy centers on a balanced, diversified approach tailored
to individual goals, ensuring a strategic alignment for long-term
success.
How often do you reassess and adjust investment strategies?
I conduct regular reviews to ensure strategies remain aligned with market conditions and clients' evolving financial goals.