Wayne Zhong, CFA, is an accomplished finance professional with extensive experience in investment management. Currently serving as Director of Investment at Oppenheimer & Co. Inc. since September 2022, Wayne has previously held key positions such as Private Client Advisor at JP Morgan Chase Bank, Associate Director at UBS, Senior Financial Associate at Oppenheimer & Co., and Fixed Income Trading Desk Assistant at Bear Stearns. With a strong foundation in finance, Wayne earned an MBA in Finance from the University of California, Davis, and holds a BS in Electrical Engineering from San Jose State University.
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