Resumes
Resumes
Catherine Shih
View pageLocation:
1318 Mayberry Ln, San Jose, CA 95131
Industry:
Financial Services
Work:
Wealth Strategies Group, an Office of MetLife Nov 2009 - Apr 2010
Sr. Agency Compliance Consultant, Registered Principal
Wealth Strategies Group, an Office of MetLife Jun 2008 - Nov 2009
Agency Sales Director,
Merrill Lynch Jan 2001 - Dec 2005
First Vice President-Investments/Service Support Controller
Prudential Securities May 1984 - Dec 2000
Sr. Vice President-Investments
Sr. Agency Compliance Consultant, Registered Principal
Wealth Strategies Group, an Office of MetLife Jun 2008 - Nov 2009
Agency Sales Director,
Merrill Lynch Jan 2001 - Dec 2005
First Vice President-Investments/Service Support Controller
Prudential Securities May 1984 - Dec 2000
Sr. Vice President-Investments
Education:
Liberty Tax Service 2009 - 2009
State University of New York at Binghamton
M.S., Accounting
State University of New York at Binghamton
M.S., Accounting
Skills:
Strategic Financial Planning
Financial Reporting
Financial Services
Management
Financial Analysis
Investment Advisory
Accounting
Tax Returns
Auditing
Payroll
Income Tax
Financial Planning
Financial Reporting
Financial Services
Management
Financial Analysis
Investment Advisory
Accounting
Tax Returns
Auditing
Payroll
Income Tax
Financial Planning
Interests:
Children
Cooking
Volunteering
Electronics
Gardening
Traveling
Home Improvement
Education
Dancing
Environment
Gourmet Cooking
Sports
Hiking
Biking
Collecting
Home Decoration
Health
Cooking
Volunteering
Electronics
Gardening
Traveling
Home Improvement
Education
Dancing
Environment
Gourmet Cooking
Sports
Hiking
Biking
Collecting
Home Decoration
Health
Languages:
Mandarin
English
English
Certifications:
Irs, Aicpa
Ea, Cpa
Ea, Cpa
Catherine Shih
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