Highlights
- Certified Financial Planner™
- Series 66 license holder
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About
Minnie brings extensive wealth management, financial planning and operational expertise to Bingham, Osborn & Scarborough from her over 26 years working in the industry. As a Wealth Manager, she provides comprehensive financial planning and investment management services to private and institutional clients in our Silicon Valley office.
Prior to joining the firm, Minnie was a Senior Vice President of Client Services and Business Development at Bailard, Inc., where she was responsible for gaining new business, developing and implementing investment policies, financial planning, and maintaining client relationships for Bailard Wealth Management. She also managed relationships with financial intermediaries, including institutional investors, family office managers and pension consultants for Bailard’s private equity real estate funds.
Highlights