Vivian LiClient Relationship Manager
Vivian is new to the financial industry but carries a strong background in client management and customer service. As a client relationship manager, Vivian is responsible for providing excellent client service, client onboarding, and cash management. She prioritizes putting her client’s goals and objectives first and is dedicated to fostering positive relationships with her clients and advisors.
She is FINRA licensed with her Series 7 held with LPL Financial and Series 66 held with IHT Wealth Management. Vivian graduated from the University of Illinois at Urbana-Champaign with a bachelor’s degree in financial planning and a minor in business.
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