Yi Mao

Client Services Associate

Yi joined SIMA Wealth Management and Retirement in May of 2023 as a client service associate, providing proactive assistance in client support, spreadsheeting, and account management. Prior to SIMA, she was an associate at JP Morgan Chase & Co, where she advanced her financial literacy and solidified her soft skills in customer relations while working with high-balance clients. At SIMA, Yi’s goal is to provide comprehensive coverage for all clients’ financial needs as she utilizes the expertise she obtained in the past to aid her team.

Yi’s multicultural background assembled her fluency in three languages: English, Mandarin, and Japanese. Born in Shanghai, China, and raised in Virginia, Yi also began learning Japanese as a child under her father’s influence. After high school, her fluency and interest in the Japanese culture brought her to pursue her B.A. at Waseda University in Tokyo, Japan, where she also discovered her passion for Finance which led her to her career in the industry.