Client management Team
Miriam Miu, Director of Insurance Operations
Miriam has over 17 years of financial, insurance, marketing and banking experience. Prior to joining Wellspring Consulting, she worked at Hong Kong Hang Seng Bank for 10 years in the Insurance and Private Banking Departments. There she was responsible for marketing and client relation for high net worth clients.
With her existing experience, she oversees the insurance brokerage division at Wellspring Consulting. Her expertise helps support our financial planners and insurance brokerage division with case design and insurance product analysis through continue education and administrating illustrations for proposals. Miriam holds license in California Life and Health Insurance as well as Notary Public License in the State of California. She is member of Wellspring Consulting marketing committee. Miriam is fluent in English, Cantonese, Mandarin and Japanese. CA Insurance Lic. 0F69004
Marcus Yang, Financial Research Associate
Marcus earned his MA degree in investment management from St. Johnís University in New York and is now a member of the Wellspring Consulting investment team. He focuses on financial research and analyzes various investment vehicles such as stocks, bonds, mutual funds, variable annuities, alternative investments, as well as, separate managed accounts. He also organizes investment training conferences and client seminars to make sure the financial planning team and clients are updated with the most current program changes and economy trends.
In addition, Marcus works with the chief wealth strategist to generate investment portfolio proposals, and to monitor the Wellspring Portfolio and the Wellspring SIN Fund. He also collaborates with the chief wealth strategist to develop investment strategies by analyzing current financial conditions in relation to clientsí future needs and risk tolerance. Marcusís further role includes quarterly and annual performance reviews for clients. He is fluent in English and Mandarin.
Dennis Shao, Director of Client Operations
Dennis currently oversees the corporate benefits division alongside the chief wealth strategist, manages and process client requests in collaboration with the financial planning division, and seeks new business development opportunities under the guidance of the CEO.
Within the corporate benefit division, Dennis works closely with the chief wealth strategist, investment provider/consultant, and third-party plan administrators (TPA) to install new company sponsored retirement plans, review plan provisions, and provide account maintenance support to meet the operational goals the company sponsored retirement plan seeks to accomplish.
Dennis earned his Bachelorís of Science degree in Financial Economics and Quantitative Management from University of California, Riverside. He is fluent in English, and intermediate in Cantonese and Mandarin.
Annie Chen, Director of Business Operations
Annie has over 24 years of financial services experience, including 6 years in mortgage underwriting. Annie managed and trained operations staff to assist top level executives to grow their business gaining broad financial service experience at various large financial institutions. She applies business acumen in the areas of business processing, client support, accounting, and human resources at Wellspring Consulting.
Annie earned her Bachelorís of Science in Finance from California State University of Hayward [East Bay]. She is fluent in English, Cantonese and Mandarin.
Alan Leung, Director of Business Processing
Alan oversees the division for all new business processing. The processing role includes new business applications and tracking, underwriting activities concurrently with the insurance division, and monitoring and analyzing reports for Wellspring Consulting financial activities. Alan has over 10 years of financial reporting and customer services experience.
Prior to joining Wellspring Consulting, he worked at MCI/WorldCom and Chinchiolo Stemilt California, LLC where he prepared and analyzed multimillion-dollar revenue reports for the company executives. Alan is fluent in English, Cantonese and Mandarin.
Jing Pei Lu, Business Processing Associate
Jingís role encompasses administrative duties predominantly in processing of new business within the processing division. Her responsibility includes reviewing and finalizing applications, spreadsheets and word processing for data entry and report, and clerical tasks to streamline daily activities so to be efficient and effective as possible. Jing also greets clients and handles incoming phone calls to best serve all inquiries. Her position also allows her to assist other administrative staff in a timely manner to keep work flow lag at a minimum.
Prior to joining Wellspring Consulting, Jing worked at Bank of America for one year where she honed her professional banking and client service expertise. Jing graduated from San Jose State University where she earned her Bachelorís of Science in Accounting Information System. She is fluent in Shanghainese, Mandarin and English.