Our Team
Vivi Lee
Client Service Associate
As a Client Service Associate, Vivi is dedicated to providing exceptional service and creating a seamless experience for clients. She supports a wide range of client service and operational needs, including brokerage account openings, money transfers, account maintenance, and other day-to-day requests, helping clients navigate their investment accounts with confidence and care.
Vivi brings 17 years of experience in the financial services industry. She earned a Bachelor of Science in Finance with a minor in Economics and is committed to building lasting relationships by delivering personalized, attentive service.
On a Personal Note
Vivi lives in Los Angeles and enjoys spending quality time with family and friends, making lasting memories together. In her free time, she loves trying new restaurants and binge-watching her favorite TV shows.