Annie joined Lilani Wealth Management to support Rashida’s goal to provide objective, unbiased investment advice that can make a difference in clients’ lives. She has successfully passed the Series 65 Uniform Investment Adviser Law Exam and the Certificate Program in Personal Financial Planning, and is currently pursuing the CFP® designation. Annie graduated Summa Cum Laude from San Jose State University with a Bachelor of Science Economics degree and a Business Minor.
Prior to joining Lilani Wealth Management, she was a Senior Investor Relations Associate at ShoreVest Partners, a private equity firm that specializes in Chinese distressed debt and structured credit. She also worked in Business Development and Project Management in an educational startup company in Silicon Valley.
In her spare time, Annie enjoys the outdoors, reading, swimming, playing chess, and traveling.