www.oakwoodcap.com/bios/cc.htm -
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Published on: 7/20/2004
Last Visited: 7/20/2004
Charles ChangEquity Portfolio Associate and Securities Trader
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Charles ChangEquity Portfolio Associate and Securities TraderUniversity of California at Los Angeles, B.A.
Charles joined Oakwood as a Portfolio Associate and Securities Trader for the Equity Department.Although his primary responsibility is acting as the Equity Department's trader, he provides all aspects of department support.He performs research, monitors client accounts, formulates sophisticated interdepartmental reports accessing multiple databases, and acts as a liaison with marketing and operations.Charles is pursuing the CFA designation, and has passed the Level I exam.
Prior to joining Oakwood, Charles worked in the Participations Department at Metro Goldwyn Mayer, where he prepared complex financial statements based on contracts with outside producers, directors, and actors.
While working towards a degree in Business Economics with a minor in computer programming at UCLA, Charles was an active officer for the Undergraduate Investment Society.He also held internships with several financial services companies, where he gained experience in determining client information needs and reporting.
Charles is fluent in Mandarin Chinese.He loves to travel; his next destination is a deep sea fishing trip somewhere off the coast of Mexico.While not wandering around the globe, Charles is a technophile who also enjoys various sports.