Education:
1990 Beijing University, English language and Literature
1996 Santa Clara University, Finance
Experience:
Joined New York Life in 1998
New York Life Council Agent since 1999^
Million Dollar Round Table Life member
Chartered Life Underwriter (CLU) Designation
Certified in Long-Term Care (CLTC) Designation
Life Underwriter Training Council Fellow (LUTCF) Designation
Financial Advisor of Eagle Strategies LLC
Member of National Association of Insurance and Financial Advisors
Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.
^New York Life sales production status