Expertise:
Investments, Insurance, Maintaining Clients, Management, Mortgages
Major Product/SVS:
Investment Services, Customer Satisfaction
Favorite Business Publication:
The Wall Street Journal
Hobbies/Sports:
Traveling with her Daughter
Education Degrees:
Bachelor of Science in Accounting, Belhaven College; Licensed in Series 6, 7, 9, 10, 65; Audit Training in Central Financial Manager Training
Affiliations Awards:
National Association of Asian-American Professionals
Highlight of career?:
The highlight of her career was when she earned all her security licenses.
Charity:
Charities within the Chinese Community
Number Of Years In Profession:
21
What Does He/She Attribute Success To:
She attributes her success to her hard work and never giving up while always being positive.
How Did They Get Involved In Profession:
She became involved in this profession because she started with accounting and then wanted to get into sales and became a financial advisor.