HX

Huixian "Sally" Xie

Brokerage Director / Advanced Strategy at PWS

Huixian "Sally" Xie has a diverse work experience in various roles and industries. Huixian "Sally" started their career as an Intellectual Property Rights Counsel Intern at Huawei in 2012, where they played a crucial role in expanding the department's presence in foreign markets and assisted in patent license contracts.

In 2013, Sally worked as a Project Manager at China Development Brief and an Associate Consultant at Alpine Education. At China Development Brief, they demonstrated their project management skills, while at Alpine Education, they advised on educational business trends and conducted market research for foreign educational counseling in China.

Sally then interned at Wallaby Financial, Inc. in 2014 as a Product Management Intern, where they analyzed user surveys and conducted market research to assist the engineer team in launching a mobile app.

In 2015, Sally joined Station Casinos as a Financial and Operations Analyst. Huixian "Sally" gained experience in financial analysis and operations during their brief tenure.

From 2016 to 2017, Sally worked as a Financial and Economic Research Analyst at Shore Chan Bragalone Depumpo LLP, where they honed their research skills and contributed valuable insights.

Most recently, Sally has been working at Pacific Wealth Solutions, LLC. since 2017 as a Brokerage Director / Advanced Strategy. In this role, they manage a team and oversees the integration of insurance technology into the company's website and traditional life insurance business cycle, allowing customers to purchase life insurance online. Additionally, they lead the underwriting team and generates significant financial success for the company.

Huixian "Sally" Xie pursued their education from 2011 to 2015, obtaining a Bachelor's Degree in Economics-Accounting and Literature from Claremont McKenna College. Huixian "Sally" then continued their studies at the same institution and completed a Master's Degree in Finance, General from 2013 to 2015. In addition to their academic achievements, Sally also holds various certifications. Huixian "Sally" obtained the Project Management Professional (PMP) credential from the Project Management Institute in December 2019. Huixian "Sally" also acquired the Chartered Financial Consultant (ChFC) certification from The American College of Financial Services in October 2022. Furthermore, Sally has passed all four Certified Public Accountant (CPA) exams, however their license is pending due to the requirement of accounting-related experience.

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Timeline

  • Brokerage Director / Advanced Strategy

    April, 2017 - present