As an immigrant to America, I understand the challenges first hand in attempting to achieve one's dreams while conquering one's fears. Without the generous help of some wonderful people, especially one, I would not be where I am today. As a result I am now giving back to society through being a good Rotarian and providing Pro Bono work with members of the Armed Forces. I have practiced as a financial professional in both the public and private sector for companies such as PWC, Digital Equipment, Cisco Systems, Endwave, and FAS Corporation. I've held positions in the capacity of finance and operations, including VP of Finance, Corporate Controller and Director of External Reporting, President, and CEO. I was also a member of the Board of Trustees at our local Community College and served as an adjunct professor in Accounting and Tax.
My passion and approach to my work is ultimately education. After my experiences working for large corporations I am eager to educate business owners around not only their current financial plan, but also how to expand and evolve their businesses efficiently. I have been fortunate enough to have had exposure to companies of all sizes including my own small businesses and so I understand the challenges and goals that are faced regularly. Secondly, with my experience teaching young students at the college level I value the importance of educating people around the fundamentals of finance so they can make informed decisions.
Registered Administrative Assistant through Cetera Advisors LLC, member FINRA,SIPC.