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Jeffrey Ngo

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Jeffrey Ngo

Financial Advisor, Vice President – Investments | Wells Fargo Advisors

San Francisco, California, United States

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Jeffrey Ngo

Summary

Jeffrey Ngo is a seasoned financial professional with a strong background in investment advisory and banking. Currently serving as the Vice President of Investments at Wells Fargo Advisors, he has accumulated extensive experience in the financial services industry over the past decade. Jeffrey has worked with prominent institutions such as J.P. Morgan and Merrill Lynch, demonstrating a consistent track record of leadership and client-focused service. He holds a Bachelor of Science in Business Administration with an emphasis in Marketing from California State University-Sacramento. His expertise in financial solutions and investment strategies positions him as a trusted advisor for his clients. Jeffrey is known for his analytical approach and commitment to delivering tailored financial advice. His career reflects a dedication to professional growth and excellence in the finance sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Jeffrey Ngo

Work Experience

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Financial Advisor, Vice President – Investments at

Wells Fargo Advisors

August 2021 - Present

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Vice President – Investments, J.P. Morgan Private Client Advisor at

JPMorganChase

November 2016 - August 2021

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Vice President, Financial Solutions Advisor at

Merrill Edge

March 2015 - November 2016

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Investment Consultant at

Scottrade

July 2014 - March 2015

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Financial Advisor at

Merrill Lynch

November 2013 - April 2014

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Personal Banker at

Wells Fargo

November 2009 - November 2013

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Jeffrey Ngo

Education

California State University, Sacramento, Bachelor Of Science (B.S.)

January 2003 - January 2008

Frequently Asked Questions about Jeffrey Ngo

What is Jeffrey Ngo email address?

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

What company does Jeffrey Ngo work for?

Jeffrey Ngo is a Financial Advisor, Vice President – Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where Jeffrey Ngo graduated from?

Jeffrey Ngo holds a degree in Business Administration. Emphasis In Marketing from California State University, Sacramento.

How can I directly contact Jeffrey Ngo?

To contact Jeffrey Ngo directly, you can use the email address ***********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Jeffrey Ngo?

Jeffrey Ngo is a seasoned financial professional with a strong background in investment advisory and banking. Currently serving as the Vice President of Investments at Wells Fargo Advisors, he has accumulated extensive experience in the financial services industry over the past decade. Jeffrey has worked with prominent institutions such as J.P. Morgan and Merrill Lynch, demonstrating a consistent track record of leadership and client-focused service. He holds a Bachelor of Science in Business Administration with an emphasis in Marketing from California State University-Sacramento. His expertise in financial solutions and investment strategies positions him as a trusted advisor for his clients. Jeffrey is known for his analytical approach and commitment to delivering tailored financial advice. His career reflects a dedication to professional growth and excellence in the finance sector.

Jeffrey`s contact details

mail

***********@wellsfargoadvisors.com

****@netscape.net

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