Winston Chi
Liberty University
Tell me more about Winston Chi?
Winston Chi is a highly experienced financial professional with over 20 years of work experience. He has a diverse skill set that includes mortgage lending, real estate, credit analysis, banking, and asset management. Currently, he works as a Financial Officer at WellMed Global, INC. Winston has a strong background in financial planning and analysis, as well as tax advisory and service. He has also worked in various roles, including as a Broker and Trader, Accountant/Financial Manager, Tax Accountant, and Reo and Mortgage Broker. Winston is based in Los Angeles, California.
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Emails and Phone Numbers
About
Finanical Officer at WellMed Global, INC
Work Experience
Life And Health Agent
Financial Services
Winston Chi's Professional Milestones
- Actuary (2003-01-01~2005-01-01): Developed comprehensive financial models to analyze financial data and provide insights for informed decision-making.
- Life And Health Agent (2007-12-01~): Provided compassionate care and guidance to individuals and families, empowering them to pursue their long-term health and well-being
Education
Accounting,
Finance,
Masters,
Accounting And Finance
Skill
Mortgage Lending
Real Estate
Credit Analysis
Credit
Banking
Asset Management
Financial Planning
Financial Services
Financial Analysis And Planing
Commerical Transactions And Lending
Tax Advisory And Service
Property Management
Life Insurance
Financial Risk Management
Credit Risk
Reo
Tax Preparation
Income Tax
Tax Accounting
Corporate Tax
Personal Income Tax Returns
Tax Compliance
Certification
Colleagues
Crystal Chen
former traditional business owner lead recruiter insurance broker financial services business owner
Casey McNeil
finance leader | men’s shop owner | airbnb superhost
Leslie Wilcox
ECM Product Owner
Emily O'Brien
Product Owner
Jennifer Tran
🔹LIFE INSURANCE: Don’t have to Die to Use - Family Protection - Investment - Security - Tax-Free Retirement 📥 Message Me 😉 Financial Services Professional || Business Owner
Other Named Winston Chi
Frequently asked questions
We found 2 Winston Chi's email addresses
We found 1 Winston Chi's phone numbers
Winston Chi works for National Life Group
Winston Chi's role in National Life Group is Life And Health Agent
Winston Chi works in the industry of Financial Services
Winston Chi's colleagues are Crystal Chen,Casey McNeil,Leslie Wilcox
Winston Chi's latest job experience is Life And Health Agent at National Life Group
Winston Chi's latest education in Liberty University