Vivian LiClient Relationship Manager
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.