Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Financial Education
Languages: English, Chinese – Mandarin, Chinese – Cantonese
I started my career in 1991 as an Account Executive and excelled in sales for over 17 years. I qualified for numerous company sales awards, including both President’s and Leaders conferences from 1992 to 2008, before being promoted to the Manager position.
As a leader of the firm, I have supported many financial advisors in striving for their professional goals. Equipped with both my sales skills and 28 years of financial services industry experience, I offer expert care for my advisors in building network and assisting their clients in achieving financial success. I manage the production of well over 20 advisors on my team with a focus on serving the Chinese-American communities in the greater New York and New Jersey area. As a Registered Principal and Managing Director, I am also responsible for talent recruiting and provide Teaming opportunities to new recruits. My ability to speak 3 dialects in Chinese such as: Mandarin, Cantonese, and Wenzhounese gives me an advantage in working with my peers as well as the people in my community.
Outside of work, I am actively involved in Monmouth Community Christian Church in Central New Jersey, where I have been serving in the Worship and Children Ministry. In doing so, I aim to teach kids the values and beliefs which will bring them hope for the future. In my spare time, I enjoy entertaining small group gatherings.
2 Mott Street 9th Floor
New York, NY 10013