Joe Zheng
About Joe Zheng
Joe Zheng is an Assistant Financial Advisor at Transamerica, where he has worked since 2013. He holds a Bachelor's degree in Economics from Dongbei University of Finance and Economics and a Master's degree in Applied Finance from Pepperdine University.
Work at Transamerica
Joe Zheng has served as an Assistant Financial Advisor at Transamerica since 2013. His role involves providing financial advice and support to clients, helping them navigate investment options and financial planning. Based in Woodland Hills, he has accumulated over 11 years of experience in this position, contributing to the financial well-being of numerous clients.
Education and Expertise
Joe Zheng holds a Bachelor of Economics with a focus on Finance from Dongbei University of Finance and Economics, where he studied from 2009 to 2013. He further advanced his education by obtaining a Master of Science in Applied Finance from Pepperdine University, completing the program in 2014. His academic background equips him with a solid foundation in financial principles and practices.
Background
Before joining Transamerica, Joe Zheng gained experience in the financial sector through various roles. He worked as an Assisted Clerk at Bank of China for one month in 2010 and later served as a Customer Manager Assistant at Guotai Junan Securities Co., Ltd for two months in 2011. These positions provided him with initial exposure to financial services and customer management.
Current Studies at Pepperdine University
In addition to his professional work, Joe Zheng has been a student at Pepperdine University since 2013. His ongoing education in the Greater Los Angeles Area allows him to stay updated with the latest developments in finance and enhance his skills, which he applies in his role at Transamerica.