All-in-One Finance

美國泛宇集團
的幕後功臣

泛宇集團是全美亞裔最大的保險經紀總代理,在美超過5000位合作獨立經紀人。泛宇領先業界的培訓平台,帶領經紀人致力為客人量身打造最適合的產品。30+ 間分公司分布全美十五大洲,超過200位以上全職員工。

Philip Hu

Founder, President & Chief Executive Officer

[email protected]
CA Lic. 0A37512

Sarina Hu

Co-Founder, Chief Financial Officer

[email protected]
CA Lic. 0D00926

Philip Hu

Founder, President & Chief Executive Officer

CA Lic. 0A37512

 

Philip Hu

Position: Founder, President & Chief Executive Officer
Categories: Management Team

CA Lic. 0A37512

Sarina Hu

Co-Founder, Chief Financial Officer

CA Lic. 0D00926

 

Sarina Hu

Position: Co-Founder, Chief Financial Officer
Categories: Management Team

CA Lic. 0D00926

Yvonne Tung

Executive Vice President | Chief Operating Officer

CA Lic. 0D77193

 

Yvonne Tung

Position: Executive Vice President | Chief Operating Officer
Categories: Management Team

CA Lic. 0D77193

Hans Wang

Chief Transformation Officer

CA Lic. 0K15600

 

Hans Wang

Position: Chief Transformation Officer
Categories: Management Team

CA Lic. 0K15600

James Wong

Chief Marketing Officer

 

James Wong

Position: Chief Marketing Officer
Categories: Management Team

Claire Liu

Chief Administrative Officer

CA Lic. 0H84460

 

Claire Liu

Position: Chief Administrative Officer
Categories: Management Team

CA Lic. 0H84460

Sylvia Prasetyo

Assistant Chief Financial Officer

 

Sylvia Prasetyo

Position: Assistant Chief Financial Officer
Categories: Management Team

Tiffany SooHoo

Executive Secretary

 

Tiffany SooHoo

Position: Executive Secretary
Categories: Management Team

Ariel Lin

Events & Incentives Manager

 

Ariel Lin

Position: Events & Incentives Manager
Categories: Secretariat

Cici Wang

Executive Assistant

CA Lic. 0M63112
DRE #01845132

 

Cici Wang

Position: Executive Assistant
Categories: Secretariat

CA Lic. 0M63112
DRE #01845132

Stacy Shi

Executive Admin Assistant

 

Stacy Shi

Position: Executive Admin Assistant
Categories: Secretariat

Eric Huang

Account Executive

 

Eric Huang

Position: Account Executive
Categories: Secretariat

Jackie Yu

Executive Assistant

 

Jackie Yu

Position: Executive Assistant
Categories: Secretariat

Kyle Cao

Director of Tax Services

 

Kyle Cao

Position: Director of Tax Services
Categories: Tax Services Department

Julia Yang

Tax Director of East Coast

 

Julia Yang

Position: Tax Director of East Coast
Categories: Tax Services Department

Cynthia Lau

CPA - Tax Service Partner

 

Cynthia Lau

Position: CPA - Tax Service Partner
Categories: Tax Services Department

Winnie Li

Sr. Associate

 

Winnie Li

Position: Sr. Associate
Categories: Tax Services Department

Selvi Tjang

Sr. Associate

 

Selvi Tjang

Position: Sr. Associate
Categories: Tax Services Department

Daisy Chen

Tax Associate

 

Daisy Chen

Position: Tax Associate
Categories: Tax Services Department

Joseph Meng

Tax Associate

 

Joseph Meng

Position: Tax Associate
Categories: Tax Services Department

AC Chen

Tax Associate

 

AC Chen

Position: Tax Associate
Categories: Tax Services Department

Joseph Lee

Director of Retirement Planning & Investment Management

 

Joseph Lee

Position: Director of Retirement Planning & Investment Management
Categories: Pension Department

Andrea Ding

Chief Pension Actuary

 

Andrea Ding

Position: Chief Pension Actuary
Categories: Pension Department

Angie Qiu

Pension Plan Operations Specialist

 

Angie Qiu

Position: Pension Plan Operations Specialist
Categories: Pension Department

Roger Wang

Chief Compliance Officer

 

Roger Wang

Position: Chief Compliance Officer
Categories: RIA Department

Martin Ma

RIA Operations Assistant

 

Martin Ma

Position: RIA Operations Assistant
Categories: RIA Department

Cindy Liu

Director of Lending Department

NMLS #297635

 

Cindy Liu

Position: Director of Lending Department
Categories: Lending Department

NMLS #297635

Quintus Fok

Lending Department Operations Manager

DRE #02081347

 

Quintus Fok

Position: Lending Department Operations Manager
Categories: Lending Department

DRE #02081347

Ken Shen

Business Development Executive

DRE #01864928
NMLS #1127609

 

Ken Shen

Position: Business Development Executive
Categories: Lending Department

DRE #01864928
NMLS #1127609

Ivan Tang

Business Development Executive

 

Ivan Tang

Position: Business Development Executive
Categories: Lending Department