Lan Xiao Email & Phone Number
Financial and Tax Advisor, Ed Slott Elite IRA Advisor
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Lan Xiao Location
- Fremont, CA, US
Lan Xiao Work
- Financial and Tax Advisor, Ed Slott Elite IRA Advisor @ Lifestyle Financial Planning/LPL Financial (March 2023 - Present)
- Wealth Management and Relationship Manager @ Cetera Investment Services LLC/East West Bank (January 2018 - January 2023)
- Relationship Manager and Wealth Management @ East West Bank/Cetera Investment Services LLC (January 2018 - January 2023)
- Relationship Manager, VP @ Citibank (January 2010 - June 2016)
- Senior Financial Analyst @ China Central Bank (September 2001 - January 2007)
- Wealth Management and Financial Advisor @ Cetera Investment Services LLC/East West Bank (January 2018 - January 2023)
- Financial and Tax Advisor @ (December 2024 - Present)
Lan Xiao Education
- University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA) (Finance)
2007-2009 - University of International Business and Economics
Master's degree (Finance)
1998-2001 - Southwestern University of Finance and Economics
Bachelor (English for Business)
1994-1998
Lan Xiao Skills
- Banking
- Finance
- Risk Management
- Equities
- Financial Modeling
- Analysis
- Portfolio Management
- Management Consulting
- Competitive Analysis
Lan Xiao Summary
- Lan Xiao, based in Fremont, CA, US, is currently a Financial and Tax Advisor, Ed Slott Elite IRA Advisor at Lifestyle Financial Planning/LPL Financial. Lan Xiao brings experience from previous roles at Cetera Investment Services LLC/East West Bank, East West Bank/Cetera Investment Services LLC, Citibank and China Central Bank. Lan Xiao holds a 2007 - 2009 Master of Business Administration (MBA) in Finance @ University of California, Berkeley, Haas School of Business. With a robust skill set that includes Banking, Finance, Risk Management, Equities, Financial Modeling and more. Lan Xiao has 2 emails and 2 mobile phone numbers on RocketReach.
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