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
- 2023 -now Financial and Tax Advisor, Ed Slott Elite IRA Advisor @ Lifestyle Financial Planning
- 2018 -2023 Wealth Management and Relationship Manager @ Cetera Investment Services LLC/East West Bank
- 2018 -2023 Relationship Manager and Wealth Management and @ East West Bank/Cetera Investment Services LLC
- 2010 -2016 Relationship Manager, VP @ Citibank
- 2001 -2007 Senior Financial Analyst @ China Central Bank
- 2018 -2023 Wealth Management and Financial Advisor @ Cetera Investment Services LLC/East West Bank
- 2024 -now Financial and Tax Advisor @
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. 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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