Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- VP - Financial Consultant, Fidelity Investments, 2019-2025
- VP-Financial Solutions Advisor, Merrill, 2017-2019
- Registered Associate, Morgan Stanley, 2014-2017
Education
- BA, Economics, UC Berkeley
Personal interests and affiliations
- Fluent in Mandarin, Taiwanese and conversational Japanese.