Expertise:
Investment management and research
Hobbies/Sports:
Reading; Volunteer work; Spending time with her family
Education Degrees:
Bachelor of Science in Applied Mathematics, University of California Los Angeles (1988)
Affiliations Awards:
Chartered Financial Analysts Society of San Francisco; Member, Financial Planners Association
Number Of Years In Profession:
20
Number Of Years In Current Position:
4
What Does He/She Attribute Success To:
She attributes her success to hard work, persistence, and just loving what she does.
Why did you become involved in your profession or industry?:
She became involved in her profession because she loves working with people and helping them figure out financial solutions.
Position Responsibilities and Duties:
Handling investment management for trust, retirement and investment accounts; Working with families, non-profits, foundations and business owners, and individuals; Contributing to team based equity research and analysis for their models; Providing fixed income analysis and strategies; Utilizing financial planning
Education Certifications:
Certified Financial Planner