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Prime Capital Financial Appoints Felix Kwan As Leader of Wealth Management Division In Northern California

Aug 09, 2024over 1 year ago

Position

Managing Director

Company

Prime Capital Financial

Felix Kwan
Overland ParkLendingFintechFinanceFinancial Services

Description

Felix Kwan joins Prime Capital Financial as the leader of its wealth management division in Northern California, bringing deep industry knowledge and a proven track record of success managing high-net-worth and ultra-high-net-worth clients.

Company Information

Company

Prime Capital Financial

Location

Overland Park, Kansas, United States

About

Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States. We provide full-service financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for high net worth individuals.

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Executive Insights

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New executive impact window
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Budget influence
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Transformation catalyst
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Vendor review timeline
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