Chung Ng
Financial Professional in Richmond, Virginia, He/Him
About
Financial Analyst | Marketing Expert | Relationship Builder
Results-driven, hard-working professional with more than 5 years of experience innovating results-based solutions & inspiring teams to flourish. Dedicated to approaching problems with an innovative mentality to identify problems, envision solutions, and execute goals. Passionate about bringing human elements into a highly performant workplace while making things excellent & efficient.
Work Experience
Richmond, VA - based Investment Advisory firm which invests in closed-end funds on behalf of large institutional and high net worth clients ($25+ million). The principals have over 150 years of combined investment experience and maintain an excellent reputation amongst their peers. Since launching in 2007, the firm has steadily grown its assets under management to over $4.5 billion through a combination of stellar investment performance and superior client service. 1607 operates in a small office environment with an ability to provide highly customized client service through a team approach. We currently invest in equity and fixed income assets, with an eye toward potential expansion into alternative assets.
- Acquired 250+ clients in 2 years
- Ranked 6th nationally within class of 253 advisors
- Exceeded new business quotas by 35%
- Assisted over 50 families in securing appropriate protection via Life, Disability, and Long-Term Care Insurance
- Formulated strategy for prospecting and business development within 43 schools and 4 municipalities
- Grew average weekly participation from 215 to 575
- Directly trained and oversaw 40 volunteer leaders across 7 different high schools
- Established an outreach program for middle school students
- Fundraised more than $160,000 over 2 years
- Grew store revenue by 25% in one year
- Used pivot tables to identify key business opportunities
- Screened, interviewed, and trained a team of over 25 employees
- Overhauled workplace policies leading to rejuvenated work ethic and employee and customer experience
Education
Series 7, Series 66, Life Health & Annuities