Tina (Yan) Sun, CFA
Tina Sun worked on Wall Street (Credit Suisse) for 10 years as an equity derivatives specialist, responsible for marketing and distributing structured products to private banks, broker dealers, and RIAs. She earned her M.S. in Financial Engineering from University of Michigan and B.A. in Economics from Nanjing University. Tina is a Charted Financial Analyst (CFA) charter holder.
Tina currently holds her series 7, 55, and 63 securities registrations through LPL and is life and health insurance licensed.
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