Chelsea Wang
Keine laufenden Positionen mehr
Profil
Ms. Wang joined MAI in 2010 with 3 years of public accounting experience.
Prior to MAI, she was a staff accountant at Lytkowski & Co., where she provided individual and corporation tax services which included, tax research, financial statements compilation and review, and tax advice on individual and corporation issues.
She started her career at Levi, Yetnikoff, CA’s in Montreal.
Ms. Wang received her Bachelor’s of Commerce from Concordia University and is currently attending Cleveland State University to obtain her Masters in Accountancy.
Chelsea is currently in the certification process to acquire her CPA designation.
Ehemalige bekannte Positionen von Chelsea Wang
| Unternehmen | Position | Ende |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Corporate Officer/Principal | - |
Ausbildung von Chelsea Wang
| Concordia University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
