MEET THE TEAM

WOOLIE TSUI

OPERATIONS & CLIENT SERVICES MANAGER

E: WOOLIE.T@STONEMARKWEALTH.COM

P: 626-304-9888 x 119

Woolie Tsui is the manager of Operations & Client Services for Stonemark Wealth Management. Woolie heads the services team, coordinates the client’s investment process, and manages the operations functions of the company – she strives to strengthen relationships and consistently delivers an excellent client experience. Woolie began her career in the financial industry with UBS Financial Services in 2013. Prior to joining Stonemark, she gained investment experience as an Associate with UBS, focusing on retirement planning and wealth management.

Woolie graduated from the University of California, Irvine earning a Bachelor of Arts degree in International Studies, a degree in East Asian Culture, and a minor in Chinese. Woolie currently lives in Los Angeles and on her free time, she enjoys reading and traveling.

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