Financial credentials
- Master in Business Administration
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, Prudential Financial, 2020-2021
- Associate Financial Advisor, Ameriprise Financial, 2019-2020
- Financial Consultant, Royal Business Bank, 2017-2019
- Financial Consultant, CTBC Bank, 2016-2017
- Private Banker, JP Morgan Chase Bank, 2011-2016
Education
- MBA, California State University, Long Beach
- Biology, Tunghai University
Personal interests and affiliations