About Maggie
Maggie has more than two decades of experience in the financial world. Her career path has grown progressively and includes management on a regional level by leading a team of bilingual professionals for high-net-worth individuals with international and cross-border wealth management needs. Maggie excels at developing specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth by taking a holistic and multidisciplinary approach to address the sophisticated needs of clients with a minimum net worth of $5 million.
Born and raised in Taiwan, Maggie enjoys performance art, detective novels, home-cooking, and brick-building with her loved ones. She also supports the educational and charitable causes of women & finance, military families, diversity in the community, and pride in LGBTQ.
Education and Professional Milestones
- Washington State University – bachelor’s degree in business and marketing
- City University of Seattle – MBA
Maggie has more than two decades of experience in the financial world. Her career path has grown progressively and includes management on a regional level by leading a team of bilingual professionals for high-net-worth individuals with international and cross-border wealth management needs. Maggie excels at developing specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth by taking a holistic and multidisciplinary approach to address the sophisticated needs of clients with a minimum net worth of $5 million.
Born and raised in Taiwan, Maggie enjoys performance art, detective novels, home-cooking, and brick-building with her loved ones. She also supports the educational and charitable causes of women & finance, military families, diversity in the community, and pride in LGBTQ.
Education and Professional Milestones
- Washington State University – bachelor’s degree in business and marketing
- City University of Seattle – MBA