Team

Gordon Yale

Senior Advisor (CRD#: 1010194)

Mr. Gordon Yale, CPA, previous owner of Yale Group (now the CBC Securities Inc), is the senior advisor of CBC Securities Inc.

gyale@cbcsecurities.c 

 

 

Qiang Liu

CEO and CCO (FINRA CRD # 6843524)

Mr. Qiang Liu, CFA, FSA  is the CEO and CCO of CBC Securities Inc.

john.liu@cbcsecurities.com

 

Erin Baskett

CFO and FINOP (FINRA CRD # 4538604)

Ms. Erin Baskett, CPA, CGMA, CHRS is the CFO and FINOP of CBC Securities Inc.

Erin.Baskett@cbcsecurities.com

 

Kimmy Wan

Registered Banker (CRD #: 3078166)

Over 20 years experiences in U.S. Securities Industry. Her banking experiences includes manager at E*Trade and most recently Vice President at Charles Schwab managing .  Ms. Wan is also the owner of KW Wealth Management LLC, an investment advisor company located at California.  Ms. Wan holds FINRA 4, 7, 63, and 66 licenses. 

kimmy.wan@cbcsecurities.com