people
Rungroj Kaeokanjana, CFP®
Co-Founder & Managing Director
Financial Planner

Education / Experience

  • MBA Finance & Investment (University of Illinois at Chicago, USA) Honored Top Performing Student GPA. 4.00/4.00
  • Bachelor of Business Administration, Magna Cum Laude Honor (Assumption University)
  • Co-Founder & Managing Director, Union Wealth Mutual Fund Brokerage Securities Co., Ltd
  • Member of AFBE Committee.
  • Public Speaker about Investment & Asset Allocation Topic, SET / Stock2morrow / TNN24 / Money Channel
  • SVP, Head of Product Planning and Corporate Communication, Capital Nomura Securities Public Co., Ltd.
  • Senior Product Manager, Kasikorn Bank
  • Asset-Liability Management Strategy Specialist, Kasikorn Bank
  • Investment Banker, Bangkok Bank

Certified / Training

  • CFP® - Certified Financial Planner ; Thai Financial Planner Association
  • Pass Level 1 of CFA Exam
  • Equity Fundamental Analyst License
  • High Networth Wealth Management, Taiwan
  • LAMP, GAMA's Annual Leadership and Management Program 2017, Washington D.C. / USA
  • LAMP, GAMA's Annual Leadership and Management Program 2018, Nashville. / USA

 

Expertise; Business Owner (family with children), Professional employee C-level

 

Contact ;
Email : Rungroj.k@uwealth.co.th