Charlene LuongVan

Ms. LuongVan joined Simon Quick in April of 2023 and currently serves as a Client Service Associate. Her primary responsibilities include assisting with client onboardings, processing money movements, and helping with client requests.

Prior to joining Simon Quick, Charlene worked for a wealth management firm in New York where she supported four advisors. In this position, Charlene assisted with client onboardings, executing money movements, and processing client requests.

Charlene graduated from Minnesota State University, Mankato with a B.S. in communication studies and a minor in marketing. Charlene was born and raised in Minnesota and moved to New York in 2022. In her free time, Charlene enjoys staying active by participating in Brazilian Jiu Jitsu, Muay Thai, weightlifting, and exploring New York City.