Penthouse
Irvine, CA 92614
toll free: 800-533-3402 ext. 889
fax: 949-833-3542
Senior Investment Management Specialist /
Financial Advisor
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B.A. - Political Science
University of California
Los Angeles, CA - Consulting Group's Investment Management Specialist Designation
- Los Angeles Times Ticker Tape Rally
Financial Advisor
Los Angeles, CA - Chinese School Alumni Association
Hacienda Heights, CA - Academy of Television Arts and Science
Voting Member, 1997, 1998
Smith Barney Multicultural Advisory Council Member
Financial Planning Specialist
Financial Advisor
-
B.S. - Biology
University of California
Los Angeles, CA - Guided Portfolio Manager
Hartford, CT - Smith Barney Financial Planning Specialist Designation
Pasadena, CA - Korean American Student Association
UCLA - Asian Business Association
Los Angeles, CA
- Joined The Sun Group in 2005
- Series 7 Licensed
- Series 66 Licensed
- Notary Public
- B.A. International Studies
University of California - Irvine
