Kimberly Li headshot

Kimberly Li


Family Office Management Team

Kimberly plays an integral role in supporting the complex needs of the firm’s family office clientele.

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.

Kimberly graduated from Capital University with a Bachelor of Arts in International Studies with a focus on international business.

What interests me

Get to know Kimberly.

What do you enjoy most about your job?

What I enjoy most about my job would be working closely with our clients and making sure they get the best service possible. I also enjoy collaborating with the team. 

If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?

If I was not working at TwinFocus and I knew I couldn’t fail at whatever I did, I would be a novelist. I love the creative aspect and working with words to build an engaging story. 

What unique personal skills make you great at your role at TwinFocus?

A unique personal skill that makes me great at my role at TwinFocus would be that I am a great team player. I am always willing to help. Another skill would be my problem-solving skills. I will use multiple avenues in order to get the answers I need.  

What do you enjoy doing outside of work?

What I enjoy doing the most outside of work is finding great restaurants, music and traveling.

What are some personal accomplishments you are most proud of?

Some personal accomplishments I am proud of would be gaining my pharmacy technician certificate in six months, being a consistent top performer at my old position as a wealth banking specialist after my third month with the company and studying abroad in a Seoul, South Korea since it was my first time being in a foreign country by myself.