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Tony Wong
Tony Wong
Managing Sales Director/VP of Technology for Fortis Lux Financial | Fortis Lux Financial
New York, New York, United States
Tony Wong
Summary
Tony Wong is an experienced Chief Information Officer specializing in wealth management solutions tailored for affluent clients, including families, executives, and business owners. With a robust background in finance, asset allocation, and risk management, he has dedicated his career to addressing critical financial concerns such as wealth preservation, tax mitigation, and retirement planning. Tony has a strong technical foundation, holding a Bachelor's degree in Computer Science and an MBA in Management from the University of Phoenix. His leadership role at Fortis Lux Financial emphasizes his capability in integrating technology with financial services. Additionally, he is licensed to sell insurance across multiple states and offers securities and investment advisory services, showcasing his comprehensive expertise in the financial sector. Tony's commitment to client service and strategic financial planning distinguishes him in the industry.
Tony Wong
Work Experience
Managing Sales Director/VP of Technology for Fortis Lux Financial at
Fortis Lux Financial
January 2006 - Present
Financial Advisor at
Ameriprise Financial Services, LLC
May 2005 - December 2005
Tony Wong
Education
January 2001 - January 2003
Empire State College, SUNY of Syracuse, NY, Bs
January 1991 - January 1994
Frequently Asked Questions about Tony Wong
What company does Tony Wong work for?
Tony Wong is a Managing Sales Director/VP of Technology for Fortis Lux Financial at Fortis Lux Financial, a company specializing in Functions related to depository banking.
Where Tony Wong graduated from?
Tony Wong holds a degree in Management Business Adminstration from University of Phoenix.
Who is Tony Wong?
Tony Wong is an experienced Chief Information Officer specializing in wealth management solutions tailored for affluent clients, including families, executives, and business owners. With a robust background in finance, asset allocation, and risk management, he has dedicated his career to addressing critical financial concerns such as wealth preservation, tax mitigation, and retirement planning. Tony has a strong technical foundation, holding a Bachelor's degree in Computer Science and an MBA in Management from the University of Phoenix. His leadership role at Fortis Lux Financial emphasizes his capability in integrating technology with financial services. Additionally, he is licensed to sell insurance across multiple states and offers securities and investment advisory services, showcasing his comprehensive expertise in the financial sector. Tony's commitment to client service and strategic financial planning distinguishes him in the industry.
Tony`s contact details
Colleagues
Managing Director
Executive Vice President at Fortis Lux Financial
President of Sports & Entertainment Division
Member
Executive Vice President
SVP, Investment Advisor, Financial Planner
Senior Vice President Director – South Asian Markets
Managing Partner
Managing Partner at Fortis Lux Financial
President | Sports & Entertainment Division | Financial Planner | Investment Advisor Representative