Patrick Kaming Kwok

Gestionnaire de Portefeuille-Actions chez Charles Schwab Investment Management, Inc.

Profil

Mr. Patrick K.
Kwok, CFA, is a Portfolio Manager at Charles Schwab Investment Management, Inc. He supports the portfolio management process for the Schwab Asset Allocation products.
Previously, Mr. Kwok served as an associate portfolio manager with CSIM from 2012-2016.
Prior to that, he worked as a fund administration manager for the firm, where he was responsible for oversight of sub advisors, trading, cash management and fund administration for some funds.
Prior to joining the firm in 2008, Mr. Kwok spent two years as an asset operations specialist at Charles Schwab Trust Company.
He also worked for one year at State Street Bank & Trust as a portfolio accountant and pricing specialist.
Mr. Kwok earned a Master of Science degree in Financial Analysis from the University of San Francisco and a Bachelor of Arts in Economics with a Minor in Business Administration from the University of California, Berkeley.

Postes actifs de Patrick Kaming Kwok

Sociétés	Poste	Début
Charles Schwab Investment Management, Inc.	Gestionnaire de Portefeuille-Actions	01/01/2008

Formation de Patrick Kaming Kwok

University of San Francisco	Graduate Degree
University of California, Berkeley	Graduate Degree