Personal Information
Organization / Workplace
San Francisco Bay Area United States
Occupation
Financial Strategist and Philanthropy Advisor
Industry
Finance / Banking / Insurance
About
Jenny is the co-founder of NextCode Wealth Advisory Group.
She is also a CAP (Chartered Adviser on Philanthropy) with strong intention to helps her clients to maximize the performance of their financial capital and social capital in order to reach their financial goal and social impact goal, she has been focusing on to develop her advisory practice on integrating Strategic Philanthropy Planning with Investment Management Planning.
Jenny has a very diverse background and a good deal of multi-cultural business experience. Before she made career change into financial service industry, She had worked in high-tech industry in Silicon Valley companies such as Sun Microsystems and Cirrus Logi...
- Presentations
- Documents
- Infographics
Non profit deck
Runway Project
•
16 years ago
Good Capital
Runway Project
•
16 years ago
Bfi long term estate planning options for international investors and families
SLS GLOBAL LLC
•
12 years ago
A Proven Marketing Strategy and Plan for Financial Advisors
David Finley
•
11 years ago
Habits at Work - Merci Victoria Grace, Growth, Slack - 2016 Habit Summit
Habit Summit
•
8 years ago