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Chi Chang, Mba, Msa, Cpa

Investment Advisor at CWC Investment Company

Intro Book

Seasoned finance professional with expertise in investment management, financial planning, and accounting.

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Location

Cupertino, California, United States, US

Languages

English Native or bilingual proficiency
Mandarin Native or bilingual proficiency
Taiwanese Native or bilingual proficiency
Japanese Elementary proficiency
Korean Elementary proficiency

Skills

Public Speaking
Finance
Teaching
Accounting
Management
Research
Higher Education
Analysis
Investments
Business Strategy
Financial Planning
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Chi Chang has an MBA and MS in Accountancy, which is a strong foundation for a finance career. He has over 23 years of experience in the field, with stints at CWC Investment Company, Small Business Development Center, and Wells Fargo. He’s also worked as a business consultant, adjunct faculty, and personal financial planner. His skills include public speaking, finance, teaching, accounting, management, research, and investments. Considering his experience, education, and skills, I’d estimate his hourly rate to be around $125. This is slightly lower than the national average for finance professionals with similar experience and qualifications, but it’s still a competitive rate considering his diverse skill set and industry exposure.

Bio

Generated by

Topline AI

Chi Chang is a seasoned finance professional with extensive experience in investment management, financial planning, and accounting. He holds an MBA and MS in Accountancy from California State University, Fresno, and has worked with various organizations, including CWC Investment Company, Small Business Development Center, and Wells Fargo. Chi is proficient in multiple languages, including English, Mandarin, and Taiwanese.

Credentials

CA Series 63

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NASD Series 7

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Experience

CWC Investment Company
- Cupertino, Bay Area California
- Investment Advisor
  - Jul 1996 - Oct 2019
  - Cupertino, Bay Area California
  The company's services include Investment Management, Commercial Services, Banking and Financing Support, and Tax Consultancy; a part-time CFO for several small businesses in the South Bay Area.
Small Business Development Center
- San Jose, Bay Area California
- Business Consultant
  - Nov 1991 - Oct 2019
  - San Jose, Bay Area California
  U.S. Small Business Administration, San Jose Chamber of Commerce and Silicon Valley/San Mateo County Small Business Development Center
San Jose State University
- San Jose, Bay Area California
- Entertainer, Motivator, Educator, & Problem Solver
  - Aug 2000 - Dec 2015
  - San Jose, Bay Area California
  Financial Accounting and Managerial Accounting
University of San Francisco
- Cupertino, Bay Area California
- Adjunct Faculty
  - Aug 1998 - Jan 2003
  - Cupertino, Bay Area California
  Financial Management and Investment Analysis
Golden Gate University
- Los Altos, Bay Area California
- Adjunct Faculty
  - May 1992 - Sep 1997
  - Los Altos, Bay Area California
  Intermediated Accounting and Entrepreneurship
Wells Fargo
- Cupertino, Bay Area California
- Business Account Executive
  - Aug 1992 - Feb 1995
  - Cupertino, Bay Area California
  Managed a portfolio of 500+ small to medium size businesses in the area of commercial loan, line of credit, and L/C. Developing and implementing strategies to increase Bank's market share in the South Bay Area.
Grant Thornton LLP
- San Jose, Bay Area California
- Tax Specialist
  - Jun 1991 - Aug 1992
  - San Jose, Bay Area California
  Prepared tax returns for individuals, partnerships, corporations on saftware packages. Performed tax research for high level impact analyses.
IDS Financial Services, Inc.
- Fresno, California
- Personal Financial Planner
  - May 1987 - Sep 1988
  - Fresno, California
  In this nation-wide financial services firm which manages over $35 billion in assets, primary activities included working with clients to achieve their financial goals through the financial planning process.
Security Pacific National Bank
- Fresno, California Area
- Banking Office Operations Officer
  - Jun 1984 - May 1987
  - Fresno, California Area
  Administered the banking operation of a large retail banking office, managing $20 million in assets. Developed business strategies, target marketing surverys and reviewed banking documentation for compliance with federal regulations.

Education

1989 - 1991

California State University, Fresno

1989 - 1991
1982 - 1984

California State University, Fresno

1982 - 1984
1978 - 1982

University of Illinois at Urbana-Champaign

1978 - 1982

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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Chi Chang, Mba, Msa, Cpa

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate