Vivian Li
Vivian has been in the financial services industry since 2018 and has had extensive experience in managing client relationships as well as improving IHT’s operational processes. She currently serves on IHT’s executive leadership team and is responsible for high-level financials that include commissions and compensation and assists with implementing effective and practical solutions for the firm. Detail-oriented and efficient, Vivian takes pride in her dedication to delivering excellence in every aspect of her work.
Vivian received her bachelor’s degree in financial planning with a minor in business from the University of Illinois at Urbana-Champaign in 2017. She is FINRA licensed with her Series 7 held with LPL Financial and Series 66 held with both IHT Wealth Management and LPL Financial.
Beyond her professional pursuits, she finds joy in spending quality time with her dog, Levi, exploring new culinary experiences, and indulging in a good book.
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