DIRECTOR OF OPERATIONS
As Coco manages the day-to-day operations of the company, including implementing and improving systems and procedures. Her relationship management skills ensure that all clients’ financial needs are carried out with the highest degree of quality and service.
Coco attended the China University of Technology and is originally from Taiwan. She has one son, Wayne, and a dog named Bella. (Bella serves as the Vice President of our company.) When not at work, Coco enjoys ballroom dancing, yoga, and traveling, she also is a certified Zumba instructor. Her favorite part of the job is client satisfaction.
Coco has worked with Carl since 2001, and has always said, that Carl is the best boss she’s ever had. They have created a great friendship over the years.
Coco is incredibly helpful and is always willing to help clients with anything. Let her know if you need anything!