Assistant to Managing Director
Caroline serves as a liaison for Managing Director, Phillip Wong, ensuring all client service needs are met. She uses an individualized approach to ensure all aspects of the experience is seamless for our client relationships. This includes, but is not limited to, account establishment, fund requests, account servicing, quality control and meeting preparation. Caroline believes every relationship should start with effective communication and an understanding of the clients' needs.
*Not registered with Royal Alliance Associates, Inc.