Yen is a service oriented professional with a “can-do” attitude. She joined Harris Private Wealth in 2014 after serving as Director of Wealth Transfer with Pollock Financial Group (2009 – 2012) and Senior Advanced Market Consultant with MetLife (2001 – 2009). She began her career with MetLife after earning her bachelor’s degree in Management Science from the University of Massachusetts – Boston in 1983, and was awarded the Fellow, Life Management Institute (FLMI) professional designation by the Life Office Management Association (LOMA) in 1988.
Yen holds the FINRA Series 6 (Investment Company) and Series 63 (Uniform State Securities) registrations.
Yen Ma is a registered representative – no insurance or securities sales of MML Investors Services, LLC. Member SIPC.