OneEleven Integrated Wealth Management

Advisors

Mark Chemtob

Mark Chemtob

Private Wealth Advisor

Visit Mark Chemtob's website

Team

Jason Kuroda

Jason Kuroda

Financial Planning Specialist

Qualifications

  • Series 7, Series 66

Roles & Responsibilities

  • Data Gathering & Analysis
  • Plan Development
  • Cash Flow Analysis & Solutions
  • Tax Strategies
  • Investment & Product Research
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Vi Kieu

Vi Kieu

Client Relationship Manager

Qualifications

  • Notary Public, State of New York

Roles & Responsibilities

  • Client Service Coordination
  • Estate Settlements & Ownership Changes
  • Rollovers and 3rd Party Communications
  • Account Inquiries & Resolutions
  • Client Communications & Literature
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Jacob Annis

Jacob Annis

Client Relationship Manager

Roles & Responsibilities

  • Scheduling & Calendar Management
  • Meeting Material & Performance Reports
  • Money Movement & Account Transfers
  • Form Processing & Document Requests
  • General Inquiries
  • Secure Site Assistance
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Elinor Clifford

Elinor Clifford

Client Relationship Manager

Roles & Responsibilities

  • Scheduling & Calendar Management
  • Meeting Material & Performance Reports
  • Money Movement & Account Transfers
  • Form Processing & Document Requests
  • General Inquiries
  • Secure Site Assistance
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Cheung W Chan

Cheung W Chan

Operations Manager

Qualifications

  • Series 7, State Securities Series 63
  • Life & Health
  • Long term care (LTC) and Partnership LTC

Roles & Responsibilities

  • Portfolio Implementation, Trading & Compliance
  • Internal Operations & Management
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