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Carrie Zhou, CFP®, CEPA, is currently the Manager of Planning Strategy & Research at Aspiriant. Prior to this, Carrie held positions such as Private Wealth Advisor, VP at BMO Wealth Management - U.S. and Sr. Private Client Advisor, VP at Bank of the West. With a background in investor relations and client servicing, Carrie has also worked at companies like Golden Gate Global and Urbanite Capital. Carrie's education includes a Master of Science in International Employment Relations and Human Resource Management from The London School of Economics and Political Science.