These services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Mr. Lin is a graduate of The George Washington University School of Business, where he earned his Bachelor of Business Administration and Master of Science in Sports Management and Certificate in Quantitative Business.
Mr. Lin rowed at The George Washington University as a Division 1 athlete and was invited to compete as a national team rower for Chinese Taipei by the Chinese Taipei Rowing Association. He was the first Taiwanese-born rower to ever be recruited to a Division 1 program in the United States.
He holds Series 7 and 66 securities licenses.
Mr. Lin is fluent in Mandarin, Taiwanese, and conversant in Romanian.