ASSOCIATE, CLIENT ADVISORY
Kimberly Li
Kimberly is an Associate on the Client Advisory Team where she plays an integral role, working in concert with the firm’s Directors and Partners, to support the complex needs of the firm’s family office clientele.
ASSOCIATE, CLIENT ADVISORY
Kimberly Li
Kimberly is an Associate on the Client Advisory Team where she plays an integral role, working in concert with the firm’s Directors and Partners, to support the complex needs of the firm’s family office clientele.
HISTORY
Prior to TwinFocus, Kimberly worked as a wealth management banking specialist at U.S. Bancorp. She provided operational and administrative support for the internal wealth banking team. As the first point of contact for advisors and clients, she provided timely and efficient services for their account needs.
EDUCATION
Kimberly graduated from Capital University with a Bachelor of Arts in International Studies with a focus on international business.
OUTSIDE THE OFFICE
Originally from Columbus, Ohio, Kimberly now resides in Somerville. She is a fan of The Ohio State Buckeyes and Cleveland sports. She enjoys traveling the world and finding great restaurants.
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