Experience

Jerry Qi is the team’s administrator and operation specialist. He maintains client relationship, and focuses on account management. Having worked in financial services industry for over 15 years, he is dedicated to providing exceptional client service and delivering excellent operation solutions with his passion, patience, efficiency and positive attitude.  Prior to joining UBS in 2011, he worked as sales assistant in John Hancock with a focus in retirement accounts, insurance and related products, such as annuities. He is a CFA charterholder, a member of the CFA Society of Los Angeles. Jerry holds Series 7 and 65 and is a SEC registered agent. He is fluent in Mandarin and English.

CA Insurance License #: 0F21787

Bonnie Yan joined Diane’s team in 2021. She provides operational support to account administration and management with a focus in product related research and analysis compilation. She is committed to provide the highest level of client service with diligence and positive approach. She has over 5 years in financial services industry specializing in commercial loan portfolio management and risk management. She is a CFA charterholder, a member of the CFA Society of Los Angeles. Bonnie holds Series 7 and 66 and is an SEC registered agent. She is fluent in Mandarin, Cantonese, and English.

Carolyn Zhao is a new joiner to Diane’s team, specializing in providing operational support and enhancing client relationships. With experience in both the insurance and banking sectors, she brings a solid foundation in client services and operation efficiency.  She is skilled in managing administrative tasks, maintaining client records, and conducting market research, all while ensuring compliance with regulatory standards. Passionate about the financial industry, she is committed to continuous learning and contributing to client success. She is fluent in Mandarin and English.