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Aif Adeline Wong

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Aif Adeline Wong

SVP, Head of Retirement Plan Programs and Strategy | Cetera Financial Group

San Diego, California, United States

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Aif Adeline Wong

Summary

Aif Adeline Wong is an accomplished professional in the financial services sector, currently serving as the Head of Retirement Plans Solutions at Cetera Financial. With over two decades of experience, she has held various leadership roles, including Senior Vice President and Vice President positions at notable firms like LPL Financial and Standard Insurance. Adeline's expertise encompasses a wide range of areas, including retirement planning, investment advisory, and project management, making her a valuable asset in her field. She is recognized for her strategic approach to retirement plan consulting and has a proven track record of enhancing program effectiveness and compliance. Adeline's educational background from Grinnell College complements her extensive professional journey. Her commitment to continuous improvement and client service sets her apart in the competitive landscape of financial services.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Aif Adeline Wong

Work Experience

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SVP, Head of Retirement Plan Programs and Strategy at

Cetera Financial Group

June 2021 - Present

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VP, Retirement Plan Fiduciary Programs at

Cetera Financial Group

July 2017 - June 2021

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VP, Retirement Partners at

LPL Financial

September 2007 - July 2017

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Retirement Platform Management at

LPL Financial

January 2004 - July 2017

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VP, Business Technology Systems at

LPL

June 2004 - September 2007

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Project Management, Retirement Plans Administration at

The Standard

January 1999 - January 2004

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Project Management, Retirement Plans Administration at

Principal Co

January 1995 - January 1999

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Human Resources at

Wells Fargo & Company

January 1992 - January 1995

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Aif Adeline Wong

Education

Frequently Asked Questions about Aif Adeline Wong

What is Aif Adeline Wong email address?

Aif Adeline Wong's primary email address is ************@cetera.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Aif Adeline Wong work for?

Aif Adeline Wong is a SVP, Head of Retirement Plan Programs and Strategy at Cetera Financial Group, a company specializing in Monetary Authorities-Central Bank.

Where Aif Adeline Wong graduated from?

Aif Adeline Wong holds a degree in from Grinnell College.

How can I directly contact Aif Adeline Wong?

To contact Aif Adeline Wong directly, you can use the email address ************@cetera.com. Complete contact information is available upon registration with Muraena.

Who is Aif Adeline Wong?

Aif Adeline Wong is an accomplished professional in the financial services sector, currently serving as the Head of Retirement Plans Solutions at Cetera Financial. With over two decades of experience, she has held various leadership roles, including Senior Vice President and Vice President positions at notable firms like LPL Financial and Standard Insurance. Adeline's expertise encompasses a wide range of areas, including retirement planning, investment advisory, and project management, making her a valuable asset in her field. She is recognized for her strategic approach to retirement plan consulting and has a proven track record of enhancing program effectiveness and compliance. Adeline's educational background from Grinnell College complements her extensive professional journey. Her commitment to continuous improvement and client service sets her apart in the competitive landscape of financial services.

Aif`s contact details

mail

************@cetera.com

Colleagues

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Paul Baessler

Managing Director Self Clearing Operations

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Thomas Gooley

Chief Operating Officer

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Philip Hansen

Vice President, Marketing Analytics & Voice of Customer

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Andrea Shane

Managing Director, Head of Sales & Growth Operations

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Frank Hosmer

Regional Vice President of Growth, Central & Southeast Region

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Tony Martins

Managing Director, Head of CWMG Advisor Growth

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Arielle Jaffe

Vice President Strategic Relationships

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Gene Goldman Cfa

Chief Investment Officer

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Brandon Farley

AVP, Fixed Income Trader, First Allied Securities - Senior Trader, Cetera Financial Group

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Ryan Armock

Managing Director, Introducing Operations

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