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 20 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 2013, 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 supports the team with a primary focus on investment analysis and research, portfolio analysis and transition, as well as portfolio maintenance.  She also contributes to developing proposals and solutions to meet clients’ financial goals.  Committed to delivering the highest level of client service, she approaches her work with diligence and a positive attitude.  She has over 10 years in financial services industry.  Bonnie is a CFA charterholder, a member of the CFA Society of Los Angeles.  She holds Series 7 and 66 and is an SEC registered agent. She is fluent in Mandarin, Cantonese, and English.

Carolyn Zhao joined Diane’s team in 2024 and specializes in delivering strong operational support and enhancing the client experience. With experience in the insurance and banking sectors, she brings solid expertise in client service, operational efficiency, and regulatory compliance. Carolyn is skilled in managing administrative workflows, maintaining accurate client records, and supporting research and operational initiatives that strengthen team productivity. She holds Series 7 and Series 66 licenses and is an SEC‑registered agent. Carolyn is fluent in Mandarin and English.

Allison Hart is the newest addition to Diane’s team. With sector experience in private equity and management consulting, her strong communication and organizational skills contribute to streamlining operations and enhancing client experience. She prioritizes integrity and detail orientation in every aspect of her role to ensure meaningful contributions to her team, colleagues, and clients. She feels passionate about building strong relationships and always brings a collaborative mindset and positive attitude. She is fluent in English and speaks basic Mandarin.