Sunny started her career in the financial services industry in 2007 and leads the team’s operations.
She is Series 7 and 66 licensed. Sunny has worked alongside Doug MacFarlane since 2010 servicing valued clients with utmost level of professionalism.
She manages a range of client relationship services, from responding to simple account queries to processing trades and handling complex transactions.
She is a graduate of San Francisco State University with a bachelor’s degree in Business Finance.
Away from the office, Sunny enjoys spending time with her husband and two sons.