About Ann Luong
Ann Luong is a Marketing Manager with a background in psychology and experience in finance and real estate marketing.
Known information
Ann Luong currently serves as a Marketing Manager, holding a Bachelor of Arts in Psychology from the University of California, Berkeley. Her professional journey includes significant roles in the financial sector, having worked in the Higher Education banking group at J.P. Morgan in San Francisco and interning with the Wealth Management group at Merrill Lynch. Additionally, Ann has experience in marketing through her internship with the marketing team at Cushman & Wakefield. She has also been involved with higher education-focused not-for-profit programs in the Bay Area. Outside of her professional life, Ann enjoys working out and spending quality time with her friends and family.
About Summitry
Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.