Rex Wang has a diverse background in financial services, having served as a District Manager at Waddell & Reed from 2012 to 2017, where they developed and coached a team of financial advisors. Prior to that, Rex co-founded the Strategic Financial Group of California and worked in various roles, including Financial Advisor at Ameriprise Financial Services, LLC. They also gained experience as a Financial Services Representative at Northwestern Mutual and held a brief position as a Regional Director at Prudential Financial in 2020.
Location
San Francisco, United States
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