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Alice H

Alice H

District Manager/Producing Financial Advisor | U.S. Bank

California, Newport Beach, United States

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Alice H

Summary

Alice H. is a seasoned Vice President Private Wealth Advisor at U.S. Bank, specializing in comprehensive wealth management strategies tailored to high-net-worth clients. With a robust background in financial planning, asset management, and tax strategies, she has built a reputation for her proactive approach and client-centric solutions. Alice's career spans over two decades in prestigious financial institutions, where she has held leadership roles, including Vice President positions at Merrill Lynch, HSBC, and Citi. She holds an MBA from Babson College and a Bachelor of Science in Marketing from the University of San Francisco. Fluent in English, Chinese, and Shanghainese, she leverages her multicultural background to connect with diverse clientele. Alice is passionate about innovation in wealth management and is committed to continuous professional development. Her ability to navigate complex financial landscapes makes her a trusted advisor in the industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Alice H

Work Experience

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Vice President Private Wealth Advisor at U.S. Bank Private Wealth Management at

U.S. Bank

March 2021 - Present

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Alice H

Education

San Francisco State University, Executive Certificate in Financial Planning, Financial Planning and Services

January 2010 - January 2010

University of San Francisco, Bachelor of Science (B.S.), Marketing

January 1999 - January 2002

Babson College - Franklin W. Olin Graduate School of Business, MBA, Entrepreneurship/Entrepreneurial Studies

January 2011 - January 2013

Frequently Asked Questions about Alice H

What is Alice H email address?

Alice H's primary email address is **********@usbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Alice H work for?

Alice H is a District Manager/Producing Financial Advisor at U.S. Bank.

Where Alice H graduated from?

Alice H holds a degree in This program consisted of six courses: Fundamentals of Financial Planning and Insurance Planning, Investment Planning, Income Taxation and Tax Planning, Retirement and Employee Benefits Planning, Estate Tax Planning, and a Case Course in Financial Planning. from San Francisco State University.

How can I directly contact Alice H?

To contact Alice H directly, you can use the email address **********@usbank.com. Complete contact information is available upon registration with Muraena.

Who is Alice H?

Alice H. is a seasoned Vice President Private Wealth Advisor at U.S. Bank, specializing in comprehensive wealth management strategies tailored to high-net-worth clients. With a robust background in financial planning, asset management, and tax strategies, she has built a reputation for her proactive approach and client-centric solutions. Alice's career spans over two decades in prestigious financial institutions, where she has held leadership roles, including Vice President positions at Merrill Lynch, HSBC, and Citi. She holds an MBA from Babson College and a Bachelor of Science in Marketing from the University of San Francisco. Fluent in English, Chinese, and Shanghainese, she leverages her multicultural background to connect with diverse clientele. Alice is passionate about innovation in wealth management and is committed to continuous professional development. Her ability to navigate complex financial landscapes makes her a trusted advisor in the industry.

Alice`s contact details

mail

**********@usbank.com

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