Ian Li
Sr. Wealth Consultant | Schwab Private Wealth | UHNW Group
- Role
- Sr Wealth Consultant Schwab Private Wealth Uhnw Group at Charles Schwab
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Ian Li
Over two decades of wealth management experience. Diverse background working at…
Experience
Sr Wealth Consultant Schwab Private Wealth Uhnw Group
Jan 2024 — Present · Washington, DC, US
Education
University of Maryland
Bachelor's Degree
Georgetown University
Executive Certificate
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