Vivian has been with IHT Wealth Management for more than 2 years and has had experience working directly with advisors, clients, and the internal operational management team. As VP of Operations, Vivian is responsible for managing and assisting in high-level financials that include commissions and compensation, working directly with advisors to find investment solutions for complex client situations, and assisting with implementing the firms onboarding and compliance procedures. She takes pride in being detailed and efficient and is committed to work alongside the management team to accomplish the firms business goals.
Vivian received her bachelors degree in financial planning with a minor in business from the University of Illinois at Urbana-Champaign in 2017. She is FINRA licensed with her Series 7 held with LPL Financial and Series 66 held with both IHT Wealth Management and LPL Financial.
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