Lexi Shaheri

Client Services Associate @SteelPeak Wealth

Los Angeles, CA, US
EMAILS
l••••••••@spwm.com
MOBILE NUMBERS
+16•••••••42

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WORK HISTORY

Jan 2025 — Present

Client Services Associate @SteelPeak Wealth

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Beverly Hills, CA, US

Serve as the primary point of contact for client inquiries, account management, and transaction support- Build and maintain strong client relationships through effective communication and problem solving- Assist with account maintenance, transaction processing, and timely resolution of client issues- Collaborate with a team of professionals, developing skills in organization, technical proficiency, and client service

EDUCATION

2016 — 2020

Beverly Hills High School

High School Diploma

N/A

Universidad Carlos III de Madrid

Economics

2020 — 2024

UC Santa Barbara

Bachelor of Arts - BA, Economics

ABOUT LEXI SHAHERI

I’m a professional in the finance industry with a background in Economics and Technology…

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