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    Sheila Wang

    Vice President- Financial Advisor, Portfolio Manager, at Morgan Stanley

    Sheila Wang is a distinguished professional with a notable background in the financial services industry, currently serving as the Vice President- Financial Advisor and Portfolio Manager at Morgan Stanley.

    She is recognized for her exceptional performance, having been honored as a member of Morgan Stanley's 2021 Pacesetter's Club, showcasing her commitment to excellence in providing a diverse range of investment products and wealth management services to clients.

    Sheila Wang's expertise extends to working closely with both domestic and international ultra high net worth individuals and their businesses, offering comprehensive financial planning, company 401k strategies, insurance solutions, diversified asset management, as well as facilitating access to private banking and lending services.

    Her educational background includes studying Bachelor of Art in Fashion Design at Guangzhou Academy of Fine Arts and Real Estate at the College of San Mateo, reflecting her diverse interests and skill set.

    In her professional journey, Sheila has held various significant roles, including Vice President- Financial Advisor at HSBC, Sr. Premier Relationship Officer at HSBC, Sr. Registered Client Service Associate at UBS Financial Service Inc, Key Account Executive at Coca-Cola China Beverage Ltd., and Executive Assistant- Assistant of CEO at China Land Properties.

    Sheila Wang is known for her leadership qualities and dedication to implementing best practices in wealth management, making her a trusted advisor in the financial industry.

    Sheila Wang
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    Location

    San Francisco Bay Area