Education and Training:
Annie graduated with a Bachelor of Arts from Hunter College. She has previously worked at JPMorgan Chase as a Branch Manager where she was a recipient of the National Branch Achiever Award in 2015. Annie has also provided financial seminars to notable institutions – Memorial Sloan Kettering, Grace Institute, and Cole-Goldwater Hospital.
Born in Hong Kong, Annie currently lives in Elmhurst, NY with her husband Paul and their 3-year-old daughter Sophia. In her spare time, she enjoys Vinyasa yoga and cooking with her husband who is a chef.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.