Lisa joined EH Shum Financial Solutions in 2020. She has more than 20 years of experience in the financial industry. Her responsibilities include client account services, account maintenance, and facilitation and support of the client onboarding process.
Prior to joining EH Shum Financial, Lisa was a Senior Registered Associate for Morgan Stanley and Merrill Lynch Wealth Management in Cupertino. While with those firms, she assisted in trading and managing the calendar for the advisor, and served as a first point contact for client needs including client account maintenance, money movement, trading and other account support services.
Lisa earned a Bachelor's degree in Business Administration.