Share My Fortune

Sunny Gao

Financial Credentials

  • Chartered Financial Analyst®
  • Master in Business Administration
  • Series 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience  

  • 22 years of professional experience
  • VP - Sr. Financial Consultant, Charles Schwab, 2010-present
  • Senior Portfolio Specialist, Calamos Investments, 2007-2009
  • Principal/Client Relationship Manager, Harris Investment Management, 2004-2007
  • Director/Consultant Relationship Manager, UBS Global Asset Management, 1997-2004 

Education 

  • MBA/Finance, Washington State University
  • BA/Marketing, Summa Cum Laude, Washington State University

Community & Professional Affiliations

  • Member of the CFA Institute

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