Gigi Shum is an experienced professional in client relations and financial services, currently serving as a Client Relations Associate at Osterweis Capital Management since July 2016. Gigi has a diverse background, having held positions such as Trading Specialist/Client Operations at HighMark Capital Management and Relationship Manager at Union Bank. Previous roles include Client Service Associate at First Republic Investment Management and Portfolio Associate at RCM, along with experience at Fisher Investments as a Client Operations Associate and Portfolio Evaluations Associate. Gigi holds a Bachelor of Science degree in Mathematics from the University of California, Davis.
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