Professional
Qunnie leads a diverse team of experts, consisting of: Director of Client Services Shay Delis (Arroyo), Financial Planning Specialist Hang Lin, and Executive Assistant Rachel Bass. Lin Wealth Management is recognized across the country as a force for women and minorities, as they endeavor to break stereotypes of the financial services industry. Qunnie began and operates her practice from New York City, but serves clients throughout the United States.
Lin Wealth Management believes everyone deserves to feel secure and confident about their finances. The team's highest hope for their clients is to broaden their understanding of the financial products available to them to secure a future free of financial worry. Practically, the team encourages and coaches long-term investment for all clients in pursuit of their dreams. Qunnie and her team dedicate their time and efforts to build and improve each client's relationship with their money.
Awards and Recognition
Million Dollar Round Table Qualifying Member for 2014
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
The Women of Wall Street Awards 2019
This award recognizes successful women who have made strides within both the business and finance industries. Women of Wall Street defy all obstacles in pursuit of diversification and advancement in the workplace.
Top Advisor Award for New Clients 2019
This companywide award recognizes Qunnie's financial advising team for impacting the highest number of new clients. Qunnie is the first woman in Northwestern Mutual's history to reach this number within a year. The team ranked #1 among thousands of Northwestern Mutual financial advisors.
Top 10 Female Advisors 2020
Qunnie's financial advising team ranked in the top ten of Northwestern Mutual's female financial advisors in the Eastern Region.
Forum 2020
This prestigious companywide honor is awarded to the top 1% of financial advising teams annually.
Eastern Regional Women's Leader 2021
Recognized Qunnie's team as the top female-led financial advising team in the Eastern Region.
Years of Experience
Representing Northwestern Mutual since 2011.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Science | Finance | State University of New York at Buffalo |