Vivian Li


Vivian Li
Client Relationship Manager
vivian.li@ihtwm.com
312.334.1339

Vivian is new to the financial industry but carries a strong background in sales and customer service. As a client relationship manager, Vivian is responsible for providing excellent client service to her advisors’ clients. Vivian graduated from the University of Illinois at Urbana-Champaign with a bachelor’s degree in financial planning and a minor in business. Before her transition to IHT Wealth Management, she worked at Walton Street Capital where she supported a financial reporting group and provided the utmost attentiveness and efficiency to her team.

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