Ian Li Email
Sr. Wealth Consultant | Schwab Private Wealth | UHNW Group @ Charles Schwab
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Ian Li Location
- Washington, DC, US
Ian Li Work
- 2024 -now Sr. Wealth Consultant | Schwab Private Wealth | UHNW Group @
- 2023 -2024 Executive Director @
- 2020 -2023 SVP, Sr. Private Banker | Team Lead @
- 2016 -2020 Sr. Relationship Strategist | Team Lead at PNC Private Bank @
- 2010 -2016 Sr. Private Banker | Team Lead | Complex Leadership Team @
- 2007 -2010 Premier Client Manager | Wealth Management Banker @
- 2006 -2007 Financial Advisor @
- 2004 -2006 Sr. Financial Specialist @
- 2003 -2004 Financial Advisor | Retirement Specialist @
- 2002 -2003 Financial Advisor @
Ian Li Education
- University of Maryland
Bachelor's Degree (Chinese and Business)
- Georgetown University
Executive Certificate (Financial Planning)
Ian Li Summary
- Ian Li, based in Washington, DC, US, is currently a Sr. Wealth Consultant | Schwab Private Wealth | UHNW Group at Charles Schwab. Ian Li brings experience from previous roles at J.P. Morgan Private Bank, Atlantic Union Bank, PNC and Morgan Stanley. Ian Li holds a Bachelor's Degree in Chinese and Business @ University of Maryland. Ian Li has 2 emails on RocketReach.
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