Kenneth Chiu
Operations Manager at Pioneer Financial
Based in East Meadow, United States
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Seniority
Manager
Department
Operations
Location
East Meadow
Industry
Financial Services
Company size
67
Contact information
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k•••••••@pioneerfinancial.nm.com
Phone
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Background
About Kenneth Chiu
Prior to graduating from St. John's University, I accepted a position at Smith Barney where I supported a team of Financial Advisors. The team managed over $800MM in assets with over $2MM in joint production.Then I was employed at JPMorgan Chase, where I supported the Vice President within the Governance and Control Strategy of Mortgage Banking. My responsibilities included partnering with Control Officers, Finance, and Human Resources to align and manage headcount resources across functional areas and initiatives. Previously I was promoted to Chase Private Client from Chase Investment Services. Chase Private Client is a division providing specialized asset management and cash depository solutions. There I supported 3 Senior Investment Advisors with 2 qualifying for the Top Producers List in 2010. I am now an Investment Specialist at the United Nations FCU.I am open to new opportunities in Asset Management and Wealth Management.Specialties: Series 7, 63, & 65, Life, Accident & Health Licenses, Problem Solving, Multi-Tasking, Time Management and Due Diligence.
Decision-makers
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Stephen Schwartz
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Reaan Sarker
Investment Client Service Associate · Customer/Client Service
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