Nicole L. — CEO
A banker with a specific focus on cross-border investments and planning, Nicole is passionately learning about ESG, AI, and sustainability. As a freelance actress in Hong Kong, she recently earned her CESGA certification and brings a unique perspective from her relocation to San Francisco. Nicole is committed to youth empowerment and performing arts projects, helping to uplift the AAPI community with her hard work, dedication, and perseverance. She is also passionate about wine tasting and has passed the WSET Level II exam. Eager to engage and add value, Nicole is committed to communities focused on creating a sustainable and inclusive future. She is happy to participate and welcomes collaboration to create impact and value for communities.
Stackforce AI infers this person is a Fintech professional with a strong focus on wealth management and cross-border investments.
Location: San Francisco, California, United States
Experience: 13 yrs 8 mos
Career Highlights
- Expert in cross-border investments and planning.
- CESGA certified with a focus on sustainability.
- Passionate advocate for youth empowerment and AAPI community.
Work Experience
J.P. Morgan Private Bank
Vice President (4 mos)
Banker (3 yrs 6 mos)
J.P. Morgan
Analyst, Global Wealth Management (3 yrs)
Student Ambassador (10 mos)
Summer Analyst (2 mos)
Odyssey Group Limited
Asset Management Intern (2 mos)
Citi
Summer Analyst, Global Consumer Banking (2 mos)
Film Factory Hong Kong
TVC Actress (3 yrs)
Radio Television Hong Kong (RTHK)
Actress (6 yrs)
Education
Bachelor of Business Administration (B.B.A.) at The University of Hong Kong
Academic Exchange at University of Amsterdam
at St. Stephen's Girls' College
