Client Services Administrative Associate @ (November 2023 - January 2026)
Associate Wealth Advisor @ (June 2022 - September 2023)
Summer Intern @ (June 2021 - August 2021)
Administrative Assistant @ (May 2020 - January 2021)
Kitchen Staff @ MozzaPi Restaurant (August 2017 - August 2019)
Grace Lau Education
Boston College
Bachelor of Arts - BA (Economics)
2018-2022
College for Financial Planning 2023
Grace Lau Skills
Customer Service
Food Preparation
Kitchen Management
Office Administration
Grace Lau Summary
Grace Lau, based in Richmond, VA, US, is currently a Wealth Planning Associate at Heritage Wealth Advisors. Grace Lau brings experience from previous roles at Heritage Wealth Advisors, The Colony Group, ZERO - The End of Prostate Cancer and DPL Financial Partners. Grace Lau holds a 2018 - 2022 Bachelor of Arts - BA in Economics @ Boston College. With a robust skill set that includes Customer Service, Food Preparation, Kitchen Management, Office Administration and more. Grace Lau has 2 emails on RocketReach.
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