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
