Lawrence Wong

VP- Fiduciary Advisor at SVB Private, a division of First Citizens Bank

Role
Director- Trust Officer at Boston Private
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lawrence Wong

Over 20 years of experience in account administration in family wealth and complex trusts…

Experience

  1. Director- Trust Officer

    Boston Private

    May 2020 — Present · San Mateo County, CA, US

Education

  • San Francisco State University

    Management, Business Administration and Management, General

    1991 — 1996

Skills

  • Wealth Management
  • Banking
  • Investments
  • Relationship Management
  • Financial Services
  • Asset Management
  • Private Banking

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Lawrence Wong — Email, Phone Number & Contact Info | Unifers