Resumes
Resumes
Tokusan Svenson
View pagePosition:
Undisclosed at Morgan Stanley Smith Barney
Location:
Greater Seattle Area
Industry:
Financial Services
Work:
Morgan Stanley Smith Barney since Aug 2010
Undisclosed
Wells Fargo Jul 2007 - Apr 2008
Personal Banker
Novadebt Jan 2006 - Mar 2007
Housing Counselor II
American Consumer Credit Counseling Aug 2003 - Jan 2006
Certified Credit Counselor
ZONE Telecom, Inc. Oct 2000 - Oct 2001
Project Manager
Undisclosed
Wells Fargo Jul 2007 - Apr 2008
Personal Banker
Novadebt Jan 2006 - Mar 2007
Housing Counselor II
American Consumer Credit Counseling Aug 2003 - Jan 2006
Certified Credit Counselor
ZONE Telecom, Inc. Oct 2000 - Oct 2001
Project Manager
Education:
Boston University 2008 - 2009
Certificate, Online Program for Financial Planning with the Boston Institute of FinanceObtained certificate of completion for a series of online courses on the following topics in order to sit for the Certified Financial Planner exam: ÃÂâÃÂÃÂÃÂâ Introduction to Financial Planning ÃÂâÃÂÃÂÃÂâ Risk Management ÃÂâÃÂÃÂÃÂâ Investments ÃÂâÃÂÃÂÃÂâ Tax Planning ÃÂâÃÂÃÂÃÂâ Retirement and Employee Benefit Planning ÃÂâÃÂÃÂÃÂâ Estate Planning National Taiwan Normal University 1996 - 1998
Certificate, Chinese (Mandarin)Also held a 6 month internship with the American Institute in Taiwan (AIT) where I completed a comprehensive industry research report. Boston University 1992 - 1996
BA, East Asian Studies and International Relations University of International Business and Economics 1995 - 1995
n/a, ChineseSummer study course in business Chinese
Certificate, Online Program for Financial Planning with the Boston Institute of FinanceObtained certificate of completion for a series of online courses on the following topics in order to sit for the Certified Financial Planner exam: ÃÂâÃÂÃÂÃÂâ Introduction to Financial Planning ÃÂâÃÂÃÂÃÂâ Risk Management ÃÂâÃÂÃÂÃÂâ Investments ÃÂâÃÂÃÂÃÂâ Tax Planning ÃÂâÃÂÃÂÃÂâ Retirement and Employee Benefit Planning ÃÂâÃÂÃÂÃÂâ Estate Planning National Taiwan Normal University 1996 - 1998
Certificate, Chinese (Mandarin)Also held a 6 month internship with the American Institute in Taiwan (AIT) where I completed a comprehensive industry research report. Boston University 1992 - 1996
BA, East Asian Studies and International Relations University of International Business and Economics 1995 - 1995
n/a, ChineseSummer study course in business Chinese
Skills:
General Securities License
financial planning products and services
project specialist
bilingual Chinese (Mandarin)-English
international liaison
personal cash flow and financial statement development and analysis
retail banking
mortgage lender negotiations
credit management
pre-purchase home buying counseling
community outreach
financial planning products and services
project specialist
bilingual Chinese (Mandarin)-English
international liaison
personal cash flow and financial statement development and analysis
retail banking
mortgage lender negotiations
credit management
pre-purchase home buying counseling
community outreach
Interests:
professional networking; making new friends; career opportunities; keeping up with old friends and colleagues; Sino-US cultural, economic, and political relations; health benefits of drinking tea; travel; skiing; tennis; volleyball; dragon boat