"At age 20, I left my little corner of the world and flew across the broadest ocean in the world with just $800 in my pocket, a yearning for adventure in my mind, and with excitement and curiosity in my heart for my new life in the land of opportunities."
My passion for finance and business arose at a very young age. The first-born child of two high school teachers in a small village in China, I chose the Shenzhen School of Business & Economics instead of high school. By the age of 17, I was living independently, having landed a sought-after job with the Bank of China in Shenzhen, at that time a city rapidly emerging as a metropolitan powerhouse bordering Hong Kong.
Jared Johnson
Justin Edwards
Erik Nelson
As the Client Services Associate for Echo Wealth Management, I am all about serving clients in any way possible. My primary responsibilities include:
- Assisting clients with scheduling meetings.
- Maintaining access to client portals.
- Conducting internal audits of our filing system and CRM for inconsistencies and completeness.
- Helping my team members with contracts, billing, opening accounts, and transferring money.