Jane Mao, CFP(R)

Jane Mao, CFP(R)

Wealth Advisor

Phone: 301-984-4461
E-mail:
 

 

Jane joined the Financial Strategies Group, Inc. in January 2016, having worked in Public Finance investment banking for seven years.  Since becoming a financial planner she has obtained her CERTIFIED FINANCIAL PLANNERTM designation and Series 7 registration.  In her investment banking career Jane demonstrated an expertise in analytical modeling, and worked on over $1.5 billion of municipal bond financings.  She was promoted to Vice President at a top ten financial institution in 2014.  She graduated cum laude from New York University with a major in Economics and double minors in Pre-Business Studies and Anthropology.