Bing oversees the Client Relationship Team at Bell Investment Advisors. She acts as a liaison with Charles Schwab & Co., manages Bell’s client contact management system, Junxure, and, most importantly, embodies the client-service attitude we embrace at Bell Investment Advisors.

Bing sees her role as one of helping clients reach their retirement goals and fulfill their lifelong dreams, such as sending their children to college and caring for their elderly parents. She believes that clients trust Bell Investment Advisors and that it is her responsibility to serve these clients with integrity, efficiency, and personal care.

Bing began her career in financial services after graduation from Stony Brook University in New York, where she majored in Applied Mathematics and Statistics, with an emphasis in Economics. She worked for two years at New York’s Daiwa Bank, an institutional bank specializing in Treasury Bonds. Over the next 14 years, she worked for Charles Schwab, where she held many roles and gained experience in all aspects of investing, including mutual funds, brokerage operation, and investment advisory.

She joined Bell in 2005 as a Client Service Specialist, and was promoted to Client Service Manager, followed by a promotion in 2009 to Director of Relationship Management. She holds a Series 65 securities license. She has also held Series 7 and Series 63 licenses.

Bing speaks Cantonese and Mandarin fluently and has an affinity for learning foreign languages, including French. She enjoys gardening, travel, and music, but is passionate about opera. One of her dreams for retirement is to become a violinist. She enjoys watercolor and oil painting on the weekends and is a strong advocate for education. She is an enthusiastic supporter of the non-profit organization, Students Rising Above.