Ilana Schram

Senior Client Service Associate at Silicon Beach Wealth Management

Role
Senior Client Service Associate at Silicon Beach Wealth Management
Location
Los Angeles, CA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

Experience

  1. Senior Client Service Associate

    Silicon Beach Wealth Management

    Aug 2025 — Present · Marina del Rey, CA, US

Education

  • University of Colorado Boulder

    Psychology

    2016 — 2019

  • UCLA Extension

    Finance

  • California Polytechnic State University-San Luis Obispo

    Business Administration and Management, General

    2015 — 2016

  • University of Idaho

    Master of Public Administration - MPA, Public Administration

    2019 — 2020

Skills

  • Investments
  • Financial Planning
  • Life Insurance
  • Tennis
  • Recruiting
  • Immigration Law
  • Training
  • Stock Market
  • Financial Services
  • Team Leadership
  • Retirement Planning
  • Division 1
  • Time Management
  • Teamwork
  • Social Media
  • Microsoft Office
  • Sales
  • Public Speaking
  • Leadership
  • Investment Strategies
  • Tennis Instruction
  • Communication
  • Strategic Planning

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