Administrative Assistant, Investments
Ann supports the entire Investments team with onboarding of new accounts, records and database management, and coordinating portfolio transition and transaction processing.
Previously, Ann was an assistant manager for Uniqlo, the 3rd largest clothing retailer in the world, where she opened and managed several stores on the West coast. Prior to that, Ann worked as an accounting clerk and administrative assistant for an accounting firm.
Ann earned a bachelor of arts in business economics with a minor in accounting from UC Irvine. She is a Bay Area native and enjoys cooking and social dancing.