Experience
Senior Operations Manager
Parallel Advisors, LLC
Feb 2025 - Current
San Francisco
Operations Manager
Parallel Advisors, LLC
Oct 2022 - Feb 2025
San Francisco
Operations Associate
Parallel Advisors, LLC
Aug 2018 - Oct 2022
San Francisco
Client Services Manager
Shum Financial Group
Jul 2013 - Jul 2018
Alameda, CA
Sr. Branch Office Administrator
Edward Jones
Apr 2002 - May 2013
