Senior Director of Operations(650) 854-9150 Email Me LinkedIn
B.S. in Psychology - University of Missouri, Columbia
Chief Compliance Officer & Director of Client Service Operations - Baker Avenue Wealth Management
Relationship Associate - Credit Suisse Private Banking North America
Personal Banker - Citibank
Assistant Financial Representative - Northwestern Mutual
Financial Advisor in Training - American Express Financial Advisors
Board Member, Prefund, a non-profit organization
Hannah found her way to wealth management through a desire to help her family. As the daughter of Korean immigrants, she often helped her parents run their small business after graduating from college with a Psychology degree. One day, an insurance agent came to the store to sell her parents life insurance. Hannah realized she didn’t know enough about personal finance to protect them and ask the right questions. So, she decided to make it a priority to learn. Today this desire to help people drives her work here at Sand Hill.
Hannah was drawn to Sand Hill by our family-focus and the diversity that’s in our DNA—we don’t just talk about it; we live it every day. As our Senior Director of Operations, she wears a variety of hats managing our client service team and overseeing Sand Hill’s operational initiatives. Hannah loves working directly with clients. With more than 15 years of financial industry experience under her belt, she is passionate about building relationships and earning trust by helping people navigate their daily needs. Hannah brings a fresh, forward-looking perspective, and her tech-savvy approach to compliance and operations helps us streamline, accelerate, and automate processes and policies across the board. Doing things more efficiently makes life easier for everyone at Sand Hill, so we can provide better outcomes for our clients.
Outside of work, Hannah has plenty to keep her busy. As mom to a young son and daughter, she’s always running around town for soccer games and other events. She is also an avid tennis player and sports fan, cheering on her hometown St. Louis Blues and Cardinals whenever she can. And she’s on the board of Prefund, a nonprofit organization dedicated to helping maintain a strong, vibrant community in her Potrero Hill neighborhood.