Vivian Li

Vivian Li is an accomplished finance professional with extensive experience in operations and client relations, currently serving as the Director of Operations at IHT Wealth Management since September 2018. Previously, Vivian held the roles of Vice President of Operations and Client Relationship Manager at the same firm, contributing to client service excellence and operational efficiency. Prior experience includes a position as a Financial Reporting Administrative Assistant at Walton Street Capital and as an Associate Account Executive at Yelp. Early career experience includes a Sales and Customer Service Intern role at Entertainment Cruises Inc., where Vivian achieved notable sales revenue, and a Peer Educator Intern position at the University of Illinois at Urbana-Champaign, focusing on financial education. Vivian holds a Bachelor of Science in Financial Planning from the University of Illinois Urbana-Champaign, obtained in 2017, and is a graduate of Young Magnet High School.