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    Jennifer Sun

    Oakland, California

    Director of Client Service & Operations

    Relevant Wealth Advisors

    Specialties

    check markAuditing & Compliance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    Ask Me About

    Brokerage Operations
    Compliance
    Performance Reporting
    Where I've Worked
    R

    Jan 2017 – Present

    Director of Client Service & Operations

    Relevant Wealth Advisors
    First Republic Bank logo

    Sep 2016 – Jan 2017

    BSA/AML Risk & Strategy

    First Republic Bank
    Wealthfront logo

    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
    Where I've Studied

    BA, Political Science

    University of California

    BA, Economics

    University of California

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    Relevant Wealth Advisors

    In the Media

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