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    Jennifer Sun

    Oakland, California

    Director of Client Service & Operations

    Relevant Wealth Advisors

    Specialties

    Auditing & Compliance

    Corporate Finance

    Investments

    Risk & Quantitative Analysis

    Ask Me About

    Brokerage Operations
    Compliance
    Performance Reporting

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked

    Sep 2016 – Jan 2017

    BSA/AML Risk & Strategy

    First Republic Bank

    Feb 2016 – Jun 2016

    Manager - Operations

    Wealthfront
    F

    Feb 2015 – Feb 2016

    Director of Operations

    First Republic Private Wealth Management
    F

    Jan 2014 – Feb 2015

    Associate Director of Operations

    First Republic Private Wealth Management
    T

    Feb 2013 – Jan 2014

    Branch Operations Manager

    TRADE Financial Corporation
    T

    Apr 2005 – Nov 2012

    Business Analyst

    T.R. Winston & Company, LLC
    W

    Aug 2003 – Apr 2005

    Credit Analyst

    Wedbush Securities, Inc
    R

    Jan 2017 – Present

    Director of Client Service & Operations

    Relevant Wealth Advisors
    Where I've Studied

    BA, Political Science

    University of California

    BA, Economics

    University of California

    Ask Me for a Referral

    Relevant Wealth Advisors

    In the Media

    Social Media