
Cross-border Wealth & Financial Planning | Tax & Estate Expertise | Divorce Financial Solutions | Retirement Planning
firstrepublic.com
illinois.edu
altfest.com
ceritypartners.com
quirky.com
pictet.com
chinamobileltd.com
Managing Director and Senior Client Advisor
Leo Wealth
• www.linkedin.com/company/leo-wealth
• Full-time
Jan 2023 - Present
Hong Kong SAR
Vice President, Private Banker
Pictet Wealth Management
• www.linkedin.com/company/pictet-wealth-management
• Full-time
Sep 2019 - Dec 2022
Hong Kong
Sr. Wealth Planning Associate
First Republic Private Wealth Management
• www.linkedin.com/company/firstrepublic
• Full-time
Apr 2018 - Jun 2019
New York City Metropolitan Area
Private Wealth Advisor
New York Private Bank & Trust FSB
Jun 2013 - Mar 2018
New York City Metropolitan Area
Private Wealth Advisor
Cerity Partners
• www.linkedin.com/company/cerity-partners
Jun 2016 - Jun 2017
New York City Metropolitan Area