Director of Insurance Operations
CA Insurance Lic. 0F69004
Miriam has more than 20 years of financial, insurance, marketing and banking experience. Prior to joining Wellspring Consulting, she worked at Hong Kong Hang Seng Bank for 10 years in the Insurance and Private Banking Departments. There she was responsible for marketing and client relations for high-net-worth clients.
With her existing experience, she oversees the insurance brokerage division at Wellspring Consulting. Her expertise helps support our financial planners and insurance brokerage division with case design and insurance product analysis through continued education and administrating illustrations for proposals. Miriam holds licenses in California Life and Health Insurance, as well as a Notary Public License in the State of California. She is also a member of the Wellspring Consulting marketing committee. Miriam is fluent in English, Cantonese, Mandarin and Japanese.