Client Services Specialist
Contact Aeda Chung
Aeda joined Collins Investment Group as Client Services Specialist in March 2018.
Aeda earned her B.S. from Cornell University and M.B.A from the Robert H. Smith School of Business, University of Maryland.
She has several years of industry experience and previously worked with UBS-Private Wealth Management where she was responsible for all client service requests and day-to-day operations.
In her role with Collins Investment Group, Aeda will specialize in:
- Account Opening and Maintenance (e.g. estate and trust accounts, 529 accounts, and UTMA / UGMA accounts)
- Asset Consolidation
- Day-to-Day Client Services