(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary
  • Barron's Top 1000 Advisor, top quintile revenue producer in Wealth Management/Financial Services,
  • Capital Goods Global Marketing - promote equipment sales, ongoing parts sales and service contracts, while navigate cultural nuisances,
  • Promote Tourism to Hong Kong for social/economic impact
  • Clients and stakeholders "far exceed" total experience
  • Wealth Management (asset and liability of balance sheet)
  • Manage portfolios comprise of stocks, bonds, alternative investments
  • Revenue generated for the firm is ranked in the top 1% of the industry
  • 100% in compliance of FNRA, SEC type regulatory requirements
  • Collaborate with team members and other departments' personnel in getting it right, without being right
University of Illinois At Urbana-Champaign Champaign, IL Expected in Bachelor of Science : Finance, - GPA :
  • High Honors
  • Dean's List
Work History
Cambria - Sr Vice President, Wealth Management Advisor/Portfolio Manager
King Of Prussia, PA, 10/1991 - 01/2019
  • Built a high net worth book of clients from zero to $150million
  • After 5 years in the business, generated revenue of $1million per year
  • Maintained revenue of $1.5 - $2.2 million year after year
  • Named by Barron's as a Top 1000 Advisor in 2009
  • Provided taylor-made investment portfolios, helped clients achieved their financial goals
  • Clients' financial doctor and go to person, supported them as they navigated life changes
  • Achieved 85% client retention
  • Achieved 100% client satisfactory rating
  • Spoke at clients events to educate clients, strengthen the bond, and to gather additional assets and to obtain referrals
  • Spoke at prospects events to secure new relationships
  • Pioneered in using digital client contact system 8 years before company employed SalesForce CRM service
  • Mentored junior associates, coached them on what it took to be successful in the business
  • Led and coached associates to provide far exceed expectation level of clients experience

Pfizer - Market Representative
Cincinnati, OH, 08/1978 - 03/1991
  • Promoted products awareness, provided sales team with direct selling opportunities in trade shows in Asia Pacific
  • Augmented product sales by putting together internal training events and customer product education events in Asia Pacific
  • Contributed to company cost savings by negotiating trade shows participation and related logistic rates and charges
  • Contributed to opening the China market by participating at the first all US products trade show in Beijing in 1980, after President Nixon's visit to China
  • Promoted product sales by incentivizing dealers' sales teams in Europe/Middle East/Africa with special incentives and recognition programs
  • Introduced company US manufacturing facilities, post sales support and services, by conducting China delegations' facilities visits and training events
  • Promoted sales and negotiated favorable pricing with customers from China by serving as an interpreter in senior management high level meetings
Hong Kong Tourism Board - Information Manager
City, STATE, 04/1975 - 04/1978
  • A quasi-government agency, mission is to promote tourism for social and economic impact
  • Compiled marketing materials about Hong Kong's various attractions
  • Led a team of 25 information officers to in-person guide and assist the travel industry, writers, and film makers
  • Promoted the brand of Hong Kong tourism by attending travel industry trade shows in different parts of the world

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School Attended

  • University of Illinois At Urbana-Champaign

Job Titles Held:

  • Sr Vice President, Wealth Management Advisor/Portfolio Manager
  • Market Representative
  • Information Manager


  • Bachelor of Science

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