Fong Li Wee, MBA, named Phoenix, AZ Investment Advisor Representative Trainee for Index Strategy Advisors, Inc.

By | June 18th, 2013 10:06 AM EST | posted in ISA Careers, Press Releases

PHOENIX, AZ (June 18, 2013)

Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its sales team, naming Fong Li Wee as Investment Advisor Representative Trainee in Phoenix, AZ.

Fong Li Wee, a Strategic Planning Manager formerly with Samsung Electronics, joined Index Strategy Advisors today as Investment Advisor Representative Trainee in Phoenix, Arizona.  She holds an undergraduate degree in Applied Science in Computer Engineering from Nanyang Technological University in Singapore, and an MBA from The Robert Emmett McDonough School of Business at Georgetown University in Washington, D.C.

Fong Li Wee, a Strategic Planning Manager formerly with Samsung Electronics, joined Index Strategy Advisors today as Investment Advisor Representative Trainee in Phoenix, Arizona. She holds an undergraduate degree in Applied Science in Computer Engineering from Nanyang Technological University in Singapore, and an MBA from The Robert Emmett McDonough School of Business at Georgetown University in Washington, D.C.

Prior to joining ISA, Ms. Wee was a Strategic Planning Manager within the Memory Business unit at Samsung Electronics Co., LTD in Hwasung, South Korea.

Prior to her role at Samsung, Ms. Wee was a Software Systems Manager at Imflash Singapore, LLP, an Intel-Micron Technology Joint Venture Start-up in Singapore.

Earlier in her career, Ms. Wee was a Senior Systems Engineer with Tech Semiconductor, SPL, a subsidiary of Micron Technology in Singapore.

Ms. Wee is eagerly making a career transition from the technology sector to financial services. During her 13 year career in technology she has developed extensive research, team building and business development skills through  senior roles within several of the world’s most successful and entrepreneurial companies. It is her intent to leverage these skills and experiences to establish a successful career with ISA.

Ms. Wee has lived and worked in Singapore, South Korea, and the U.S., is fluent in English, and Mandarin, and has a basic command of Korean.   In her new role as Investment Advisor Representative Trainee with ISA, Ms. wee will help to introduce ISA’s custom strategies to investors within the Greater Phoenix Metropolitan area, and will be based in Phoenix.

“Fong Li is in a position to be a major contributor to our Arizona team.” said James McDonald, ISA CEO and Chief Investment Officer. “She is an accomplished professional whose intellectual rigor is matched by impressive, real world results.”

“We are all very excited about the team that’s being formed in Arizona, and we’re especially happy for Fong Li.” said Wes Sims, ISA President of U.S. Advisory Services. “She is an individual who will bring trusted advice to a higher level with her clients.  Those who she will advise will be in excellent hands.”

“I’m ready to make a meaningful contribution to the ISA team.” says Wee. “I anticipate providing exceptional value to my clients and by doing so, continuing to elevate the stature of ISA here in the Phoenix Market.”

ABOUT INDEX STRATEGY ADVISORS, INC.

Index Strategy Advisors, Inc. is a Houston, TX based Registered Investment Advisor delivering customized portfolio management to individuals throughout the United States.

More information on career opportunities with Index Strategy Advisors in the Phoenix area, and nationwide can be found at www.isacareers.com

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