Profile

Gloria’s strengths include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions.  Her mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex. Bringing 10+ years of experience, Gloria joined Bank of America in 2017. She has also served as Financial Center Manager & Senior Client Service Team Manager. She began her banking career at Wells Fargo where she was most recently a Home Mortgage Loan Officer in California. Throughout her banking career, Gloria has served mid-sized companies throughout the Southern California area to support their commercial banking needs.

 

To help create a more sustainable future for the companies and communities she serves, she volunteers with several not-for-profit organizations focused on youth education, ending hunger and fundraising, most recently with Foothill Unity Center, Ronald McDonald House & JA Finance Park. She is also a member of Asian Leadership Network, Hispanic/Latino Organization for Leadership & Advancement, and LEAD for Women. In addition, she also serves as a Finance Co-Chair for the ALN Virtual Committee.

 

Gloria was born in Hong Kong, moved to California when she was 19. She graduated with a Bachelor of Arts, Business Administration degree from CSUF and earned her Executive MBA degree from Pepperdine's Graziadio Business School. She also held a Skills Certificate in Advanced Accounting Specialist. Gloria is fluent in Mandarin and Cantonese. She resides in Rancho Cucamonga with her husband, Henry and her children, Everlie and Everett.