I was born and raised in Saigon, Vietnam, by parents who each owned their own business. From an early age, I was fascinated by the inner workings of their ventures, from the grit to the finances to the risk. I left Vietnam at the war’s end and began my studies at the University of Massachusetts, Boston, where I pursued a wide range of interests, including marketing, economics, and operations, ultimately earning a B.S. in management science. I then began my career in the financial services industry, specifically in the life insurance policy change department.
Throughout my career, I’ve prioritized two things above all else: my persistent desire to continue learning and the joy that comes from working with people. My cross-disciplinary experience spans the actuarial, advanced planning and wealth transfer areas, and my credentials include Series 6 and Series 63 registrations, in addition to FLMI professional designation.
Outside of work, you’ll find me baking and consuming Vietnamese food, taking long walks, and visiting my children and grandchild wherever their latest adventures have taken them.
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