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Louise Fung

Louise Fung

Account Operations Manager

Louise, a native of London, joined Jackson Square Financial in 2009 with 10 years of underwriting and business operations experience in the insurance and reinsurance industries in Europe and Asia with Wurttembergische Versicherung AG, the AXA Group, and the Mercantile and General Reinsurance Company.  Her qualifications include a degree level Diploma in Insurance from the Chartered Insurance Institute in the United Kingdom.  Louise has earned FINRA Series 7, 6, 63 and 65 Securities Licenses, registered with LPL Financial, and is registered as an administrative associate with LPL Financial.

As account operations manager, she is responsible for managing insurance and brokerage accounts for clients seeking life and health insurance and wealth management services.