James Perng is currently the Executive Director at UBS, specializing in finance and wealth management with a focus on advisor recruiting and retention. They have held significant roles at J.P. Morgan as Vice President, overseeing asset and wealth management, and at Newmark Knight Frank as Director of Financial Planning and Analysis. Prior experience includes positions at AIG and Chubb, focusing on capital planning, SEC reporting, and financial analysis. James earned a Bachelor of Science in Accounting from the University of Illinois.
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