Angela is responsible for performing portfolio analytics on Investment Advisory clients’ investment portfolios, and other critical projects. She also provides analytical support for the asset/liability management group of Alloya Corporate FCU.
Angela joined Balance Sheet Solutions in 2012, having worked for Alloya Corporate since 2006. Previously, she worked at LaSalle Bank as a Vice President in the Mortgage and Capital Market Finance group.
Angela holds her Bachelor of Arts degree in Accounting from Fu-Jen Catholic University in Taipei, and her M.B.A. from the University of Illinois. In addition, she holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.
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