Lilian J Lo, Age 35Pleasanton, CA

Lilian Lo Phones & Addresses

Pleasanton, CA

229 Berrendo Dr, Milpitas, CA 95035 (408) 206-3994

New York, NY

Berkeley, CA

Work

Company: Loxoll, inc May 2012 Position: Intern

Education

School / High School: NEW YORK UNIVERSITY SCHOOL OF LAW- New York, NY May 2013 Specialities: J.D.

Mentions for Lilian J Lo

Career records & work history

Lawyers & Attorneys

Lilian Lo Photo 1

Lilian Lo - Lawyer

ISLN:
923800894
Admitted:
2015
University:
New York Univ SOL; New York NY; Univ of California Berkeley; Berkeley CA

Lilian Lo resumes & CV records

Resumes

Lilian Lo Photo 28

Partner - Wealth Advisor

Location:
San Francisco, CA
Industry:
Financial Services
Work:
Vivaldi Capital Management, Llc
Partner - Wealth Advisor
Affinity Wealth Planning Mar 2015 - Jul 2017
President, Wealth Advisor
Fidelity Investments Nov 2005 - Mar 2015
Vp, Senior Account Executive
Education:
University of Toronto
Bachelors, Bachelor of Science, Actuarial Science
Skills:
Wealth Management, Retirement Planning, Financial Planning, Portfolio Management, Alternative Investments, Hedge Funds, Private Equity, Real Estate Investments, Series 7, Mutual Funds, Series 63, Investments, Retirement, Financial Services, Asset Allocation, Fixed Income, Equities, Securities, Relationship Management, 401K, Investment Advisory, Asset Management, Investment Strategies
Certifications:
Cfp
Lilian Lo Photo 29

Senior Consultant

Location:
Dublin, CA
Work:
Deloitte
Senior Consultant
Lilian Lo Photo 30

Lilian Lo

Lilian Lo Photo 31

Lilian Lo

Lilian Lo Photo 32

Lilian Lo

Location:
United States
Lilian Lo Photo 33

Lilian Lo - Milpitas, CA

Work:
LOXOLL, INC May 2012 to 2000
Intern
LEGAL AID SOCIETY - New York, NY May 2011 to Aug 2011
Intern
COREFOUNDATION TECHNOLOGIES - Redwood City, CA Jul 2007 to May 2011
Marketing Manager
COREFOUNDATION TECHNOLOGIES Jun 2009 to Aug 2009
Intern
Education:
NEW YORK UNIVERSITY SCHOOL OF LAW - New York, NY May 2013
J.D.
University of California - Berkeley - Berkeley, CA 2006 to 2010
BA in Economics

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