In her role as the Director of Talent, Tiffany is responsible for the recruiting, onboarding of new hires, and managing the entire employee experience to promote company culture and professional development. She builds meaningful relationships with candidates by providing an excellent experience from first conversation to onboarding and beyond. She is a champion of the Summitry brand and culture, collaborating with Leadership to enhance the firm’s cherished culture that embraces our core values: care, growth, and drive.
Tiffany has been working in financial services since 2008. Prior to joining Summitry in 2012, Tiffany worked as a Client Services Associate for Fisher Investments’ U.S. division, and then as a Client Operations Specialist for their U.K. division, in their San Mateo office. She graduated from the University of California, Berkeley with a Bachelor of Arts in Mass Communications. She is a Financial Planning Qualified Professional (FPQP™) and member of the College for Financial Planning Alumni Association. She also finds great fulfillment through Summitry’s Philanthropy Committee and helping those in need.
She resides in San Mateo with her husband and their precious daughter, and enjoys making cards, cooking, baking, and Korean dramas.