…as Operations Manager
As a Financial Paraplanner Qualified Professional, Kai has the ability to understand how operations can effectively support our financial planning and investment processes. With her technology acumen, she works with our software vendors. Kai also works closely with clients and TD Ameritrade to respond to requests and ensuring smooth day-to-day operations. She also provides technical support for our client web portal and TD Ameritrade’s website access.
Kai enjoys working for Financial Connections because it’s very rewarding to help different types of people take control of their financial lives.
…as a financial professional
Kai joined Financial Connections in December, 2014. Previously, she worked as an Assistant Branch Manager for Bank of America.
…before becoming a FC Team Member
In her non-financial life, she worked as a photography and videography assistant. Kai earned her B.S. in Business Administration from San Francisco State University.
…outside of the office
During her free time, Kai likes to go hiking with her spouse and their dog, build model kits, and make art.