顶峰全球资产管理

金融资产管理 Financial Asset Management

Financial Advisor

Stockbroker

Wealth Management Advisor

Investment Advisor Representative 

风险管理 - Risk Management

投资管理 - Investment Management

税务规划 - Taxation Planning

员工福利 - Employment Benefits

退休计划 - Retirement Planning

遗产规划 - Estate Planning

项目融资 - Project Financing

房地产投资 - Real Estate Investment

Certificate and License 

Certificate Program in Personal Financial Plan

UCSC Silicon Valley Extension, Dec 2006

Insurance Producer: Accident & Health or Sickness; Life

NJ Department of Banking & Insurance - Real Estate Commission, Aug 2020

Non-resident Insurance License in FL, NC, NV, TX

Series 7, the General Securities Representative Qualification Examination (GSRE)

Financial Industry Regulatory Authority (FINRA), May 23, 2025

Series 66, Uniform Combined State Law Examination

North American Securities Administrators Association (NASAA), Aug 16, 2025

Master of Business Administration

Thunderbird, the American Graduate School of International Management, Dec 2002 

Partner

https://www.newyorklife.com/

https://www.transglobalus.com/

https://www.alphag.com/

https://pom365.com/

https://www.pfasuccess.com/

https://delungcapital.com/

https://www.invoka.com/

信息资产管理 Information Technology Asset Management

云 - Cloud

网 - Network

安全 - Security

Certiciate and License 

NetApp Accredited Hybrid Cloud Associate

NetApp, July 2025

Certified in Cybersecurity (CC)

International Information System Security Certification Consortium (ISC2), July 2024

Alibaba Cloud Certified Associate (ACA)

Alibaba, Nov 2017

Cisco Certified Network Associate (CCNA)

Cisco, Aug 2016

Credential ID CSCO12970033

ITIL Release Control and Validation (ITIL-RCV)

PeopleCert/Axelos, Mar 2015

Credential ID GR759016561CZ

ITIL Operational Support and Analysis (ITIL-OSA)

PeopleCert/Axelos, Feb 2015

Credential ID GR757017332CZ

ITIL Foundation Level

PeopleCert/Axelos, Oct 2014

Credential ID GR750127580CZ

Certified Information System Auditor (CISA)

Information Systems Audit and Control Association (ISACA), 2008

Project Management Professional (PMP)

Project Management Institute (PMI), 2003

Master of Computer Science

Tsinghua University, 2002

Partner

https://www.tdsynnex.com/na/us/

https://www.ingrammicro.com/

https://www.cdw.com/

https://www.fs.com/

https://www.wesco.com/

https://goipgroup.com/

https://www.noviant.com/

https://www.vocom.com/

https://www.zenlayer.com/

https://www.ipwind.com/

https://unitedcablecompany.com/

欢迎加入合作平台！

Welcome to the partner platform!

到达人生顶峰！

Reach the summit of life!

联系方式 Contact Info

https://www.linkedin.com/in/andychizhang/

e-mail:  chizhang@summitgam.net

US Phone: +1 201 558 8319

WeChat: AZ2015588319

WhatsApp: +1 650 666 9108

Google Voice: +1 646 481 2788

CN Phone: +86 135 5286 4641