Meet Our Team
许平 SPENCER XU,
Marketing Project Manager
Jiayi ( Joyce ) Gao
Joyce has several years marketing experience in the financial services industry associating in event management and client service improvement. She specializes in planning, managing and executing projects related to marketing campaigns. With her academic background and committed attitude, she propagandizes for the company image and increases the public esteem for the organization.
New Business Associate, B.A Finance
Xueyi ( Catherine ) Liang
Catherine comes with a diverse background in banking and insurance industry over 6 years. She is knowledgeable to provide new business processing and client support. She is praised by clients because of her academic background and conscientious work attitude.
Business Development Manager
Gongtao ( Alan ) Liu
Alan holds a Bachelor of Business Administration (B.B.A) degree from University of Toronto. He has several years banking industry working experiences in Canadian Imperial Bank of Commerce and has been Awarded Achiever Recognition. His expertise and dedication established strong trust with his clients.
Chun Wang graduated from Marquette University with master’s degree in Human Resources Management. Worked as customer services representative and HR assistant in the past. Now as an administrative assistant, responsible for filing, client contact and other administrative works.