Board Chair Ban Tran is a First Vice President and a Senior Financial Advisor at the Global Wealth Management of Merrill Lynch in Vienna, VA. Mr. Tran has over 30 years of professional experience in the international banking, trade finance, foreign exchange and wealth management in New York, DC and Vienna, VA. He is a frequent lecturer at local companies, universities and non-profit organizations, speaking on subject such as retirement planning, estate wealth protection and transfer, and concentrated stock diversification strategies. He serves on the board of Asian American LEAD (AALEAD), Devotion to Children, and Vietnamese Association for Computing, Engineering Technology and Science, and a member of the National Advisory Council (NAC) to the Smithsonian APA Program. Mr. Tran graduated from the University of Pennsylvania with a B.A. in Economics and International Relations, and earned his MBA in International Finance from George Washington University. In his spare time, Ban enjoys gardening, yoga, basketball and is an avid marathon and triathlon participant.
Siu Cheung is an entrepreneur and restaurateur at Siu’s Asian Bistro in Silver Spring, MD. She is also a real estate broker licensed in DC, MD, and VA. Her other businesses include residential mortgage and the financial service industry. She has been an entrepreneur for over 25 years and has owned several Chinese restaurants in the Washington Metropolitan area for many years. In addition to serving on the AALEAD Board, she serves on the leadership team for the Leukemia & Lymphoma Society’s Man & Woman of the Year Campaign in the National Capital Area Chapter. In the past, she has served on as an officer and board member of Devotion to Children, a local nonprofit, Organization of Chinese Americans – Northern Virginia Chapter (OCA-NOVA), Lansdowne Resort’s Woman Golf Association and was a nominee for Woman of the Year with the Leukemia & Lymphoma Society (NCA). Her greatest accomplishment is being proud mother of three children Jennifer, Cyndi and Brandon. She and her husband, Carl enjoy entertaining, football and boating.
Virginia L. Cheung is general counsel and Managing Director, Estate Planning at McLean Asset Management Corporation, an investment advisory firm located in McLean, Virginia. Virginia was previously a principal in a Rockville, Maryland law firm where she spent 24 years practicing in the areas of estate and charitable planning, business succession planning, and probate and trust administration. In addition to serving on the AALEAD Board, she serves on the boards of the Community Foundation for the National Capital Region; Jade Philanthropy Society; and the Washington, D.C. Estate Planning Council. In the past, Virginia has served on the boards of the Community Foundation of Montgomery County, Maryland and the steering committee of the Nonprofit Advancement Fund, and assisted in establishing the Nonprofit Village in Montgomery County. Virginia received an accounting degree from the University of Maryland and a law degree from Boston College Law School. She resides in Washington, D.C.
Will Choi is President and CEO of Vertical Applications Inc, a consulting company providing IT Program and Project Management services to public sector and commercial clients. Prior to founding Vertical Applications, Mr. Choi worked at AOL as Vice President of Product Management and has considerable experience in global product management, program management, software development, offshoring, and business process streamlining and automation. Mr. Choi graduated from Virginia Tech with a B.A. in Economics and earned his Master of Science in Information Systems Technology from the George Washington University.
Smita Dutta is a Senior Product Manager at IBM’s Software Group in Bethesda, MD where she is currently working on acquisition integration. She has over 10 years of product management, consulting and project management experience through her work at IBM, UBS, AG in Switzerland, and at the National Museum of American History of the Smithsonian Institution. Ms. Dutta graduated from the University of Dallas cum laude with a B.S. in Biochemistry and a B.A. in History, and has an M.A. in History of Science from the Johns Hopkins University and received her M.B.A. from Yale University’s School of Management. Prior to joining AALead, Ms. Dutta had been active with the Girl Scouts of the National Capital Area including being a Junior Girl Scout troop leader for many years.
Helen Lee is a CPA for Renner and Company, CPA, P.C. Ms. Lee is in charge of the firm’s compliance with audit and accounting standards, continuing education, and professional quality control. She is a graduate of George Mason University in Fairfax Virginia with a Bachelor of Science in Business. Ms. Lee is a Certified Public Accountant with more than thirteen years experience in public accounting, licensed to practice in Virginia and the District of Columbia. Her areas of expertise include not-for-profit organizations including churches and federal award recipients, government contractors and employee benefit plans. She is active in professional and community organizations.
Hong Pham is a Principal Partner of Westgate Commercial Group, LLC., a Commercial Real Estate firm specializes in working with owners of small businesses in a variety of transactions ranging from buying/selling their businesses to locating a site to lease or buy. Prior to joining WCG, Hong spent over 25 years holding various management roles within the Commercial and Retail divisions of high profile financial institutions such as HSBC, Citibank and SunTrust. Hong also serves on the Executive of Board of World Health Ambassador, Vietnamese American National Chamber of Commerce and Vietnamese American Leadership Community Building Committee. While working at HSBC, Hong was appointed to be the Chairperson of HSBC Mid-Atlantic Asian Pacific Islander Committee. Throughout her banking years, Hong has established a wide circle of professional connections through her affiliations with Executive Women Roundtable, BNI Manassas Chapter, WIT, CREW, CAI, GWC, Reston Business Connections, Fairfax/Arlington/Reston/Loudoun Chamber of Commerce. Hong is passionate about community support where she and her husband encourage a sense of civic responsibility in their children by engaging them in many volunteering activities. Hong enjoys family time, gardening, ballroom dancing and traveling with her family.
Ki Wilson is a Director of the Global Network Field Operations for the Verizon Potomac South region. In his present assignment, he leads a multi-discipline team responsible for delivery of Voice, Data, and Video products and services for domestic and global customers throughout Potomac market segment. Ki has over three decades of telecommunications experience, including 10-year tenure in the United States Air Force prior to joining the former Bell Atlantic Company of Virginia in 1990. Originally from South Korea, Ki holds a Bachelor of Science Degree in Computer Information Systems and Executive Leadership Development Certificate from Wharton-Penn University. Ki currently serves on the board of Verizon Asian Pacific Employees for Excellence (APEX) Employee Resource Group and Asian American Chamber of Commerce of Greater Washington Metropolitan area.
Joe Wong is a Certified Financial PlannerTM and a Resident Manager for Morgan Stanley Wealth Management in Potomac, MD. He works with a diverse clientele of wealthy families, private and public businesses and nonprofit organizations. His team works with each client to develop a customized wealth management plan. This process helps him to truly understand each client’s unique needs and changing circumstances. He serves on the Morgan Stanley Wealth Management’s Diversity Council and has an active role in the development of innovative diversity programs and initiatives for his firm. Joe graduated magna cum laude from University of Maryland in 2002. Joe obtained the Certified Financial PlannerTM (CFP®) designation from the CFP Board and the Chartered Retirement Plans Specialist (CRPS®) designation from the College for Financial Planning.