Tina Sun, CFA, EA
Tina Sun is a partner, co-founder, and LPL Financial Advisor at Taurus Financial.
Prior to Taurus Financial, Tina spent 10 years working at Credit Suisse equity derivatives trading desk, originating and distributing complex derivatives products to large private banks, brokers-dealers, and Registered Investment Advisors, with an annual trading volume of over $1 billion. Tina also participated in launching various derivatives-based Exchange Traded Products and successfully listed them on the New York Stock Exchange (NYSE).
During her tenure at Credit Suisse, a big part of Tina’s job was to work with financial advisors to design customized products to address clients’ goals. Tina travelled across the nation to provide training and education sessions to financial advisors, conduct product marketing intelligence, collect feedbacks, and design bespoke solutions to address clients’ unique needs. This experience equipped Tina with valuable firsthand knowledge and a profound understanding of the wealth management products market in the US.
Tina received her Economics/Law dual Bachelor’s degree from Nanjing University. Tina has received her CFA and EA professional designations, maintains her Series 7, 24, 55, 63, and 65 securities licenses with LPL Financial in 24 states, and has her life and health insurance license.