I started pursuing the charter in 2003 after receiving my master degree and started working. It helped me tremendously in the early part of my career to expand my horizon, solidify my knowledge foundation, and expand my professional network.
Career Position & Responsibilities:
I am currently an Executive Director at MSCI where I have multiple roles. I lead a team of consultants that are trusted advisors to our institution clients on MSCI research and applications, such as asset allocation, optimization, portfolio management, ESG integration, macro risk, market risk, counterparty credit risk, liquidity risk, and regulatory requirements. I am also the Office Head of MSCI Boston office that serves the MSCI Boston office by connecting employees, driving engagement, encouraging and promoting diversity, equity and inclusion, developing leadership and succession, and fostering a positive and productive environment that is essential to MSCI's success. Since 2019, I have become a member of the MSCI Executive Diversity Council where I champion a diverse and inclusive MSCI culture by providing counsel on corporate initiatives and facilitating collaboration across the company. Last but not least, I am a founding member of the MSCI Asian Support Network, an employee resource group that supports our Asian colleagues by affirming Asian identities and experiences, promoting educational, cultural and social awareness, empowering leadership and facilitating professional opportunities for a more diverse, equitable and inclusive culture.
Favorite CFA Society Boston Memory:
I miss the in-person events, especially the annual dinner. One of the most memorable ones was the annual dinner with Bernanke.
Comments, Words of Wisdom or Favorite Quote:
One of my favorite quotes is from Alexander Bell. "When one door closes, another opens; but we often look so long and so regretfully upon the closed door that we do not see the one which has opened for us."
Email address to contact:email@example.com