Get to Know Amy Ng, Our New Team Member!
By Echo Huang, CFA, CFP®, CPA
As my company successfully expands, I am pleased to welcome Amy Ng and Jared Johnson as the newest additions to our team. Both Amy and Jared started working here on June 11, 2018 and they are in training to be Associate Wealth Manager, overseeing and enhancing the Echo Dashboard and designing customized financial plans for clients.
These two distinguished individuals are passionate about serving people and they have various skills and strengths that will bring our company’s personalized services to a higher level.
Amy joins EWM with seven years’ experience in client administration, with three of those years specific to finance management. She graduated from Metropolitan State University Summa Cum Laude in 2017 with a BS in Finance. Amy currently studies for her MBA at Hamline University.
Jared is a recent graduate of Saint Mary’s University of Minnesota where he competed in NCAA hockey and graduated Summa Cum Laude in 2018 with dual Bachelor of Arts Degrees in Finance and Business Intelligence & Analytics.
They will enroll in a CFP® certification program soon to obtain comprehensive study of all areas of financial planning in order to become a CFP® practitioner in two to three years.
To learn more about Amy and Jared, please read their bios and see their pictures here on our web site:
Let's learn more about Amy in addition to reading her bio. She's answered these questions I asked this week:
- What excites you the most about your work?
Being able to assist our clients in achieving their goals and of course building relationships! As someone who values human connection, I revel in learning about the diversity of our clients.
- Personal pursuits?
Completing my MBA and channeling my inner Joanna Gaines with all my home renovation projects.
- What does your DiSC Personality Profile tell about you?
My DiSC personality is Si. I have a strong commitment to teamwork and seek to always foster a positive environment. I am service-oriented and enjoy meeting the needs of others through building genuine connections.
- If you were not working in the field of personal wealth management, what type of work would you choose to do?
If not working in personal wealth management, I would love to work in Interior Design.
- What is your favorite vacation and why?
Thailand. The scenic backdrops were breathtaking and it's where I got engaged!