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Annie Mai

Wealth Management Associate

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It is my pleasure to serve the financial needs of people in the Bay Area. My experience in the financial industry started in 2018 and I became a Wealth Management Associate in 2018. I want to make managing your finances as easy as possible ...... Show More
Location & Business Hours
Wednesday
9 AM to 5 PM
Thursday
9 AM to 5 PM
Friday
9 AM to 5 PM
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About
It is my pleasure to serve the financial needs of people in the Bay Area. My experience in the financial industry started in 2018 and I became a Wealth Management Associate in 2018. I want to make managing your finances as easy as possible for you. As your financial associate, I will work with your U.S. Bancorp Investment Wealth Management Advisor and your Wealth Management Banker from our affiliate U.S. Bank in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.In my free time, I enjoy working on simple DIY projects for my house and spending time with my family.
Specialities
Client service
Research
Proactive client contact
Wealth team support
Administration
investment research
portfolio administration
55
/850
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Positions
  • Wealth Management Associate
  • Wealth Management Associate
FAQs
Here are some Frequently Asked Questions about Annie Mai
What organization is Annie Mai associated with?
Annie Mai is associated with U.S. Bank.
What is Annie Mai’s work email address?
Annie Mai’s professional email address is a*******i@u*****.com. You can also email Annie Mai by clicking on the contact Annie Mai.
Where is Annie Mai based out of?
Annie Mai’s primary location is San Jose, CA.
What is Annie Mai's phone number?
Annie Mai's phone number is (408) 223-5611
What is Annie Mai's title??
Annie Mai is a Wealth Management Associate.