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Lia Zheng

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Lia Zheng

Senior Financial Advisor, First Vice President | Merrill Lynch

San Jose, California, United States

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Lia Zheng

Summary

Lia Zheng is a seasoned financial advisor with a strong background in statistics and a focus on ultra-high-net-worth clients. Currently serving as First Vice President at Merrill Lynch, she excels in crafting personalized financial strategies that align with her clients' unique goals. Lia's analytical skills, honed through her education and experience, allow her to navigate the complexities of wealth management with precision. Her commitment to integrity and exceptional client service has earned her a reputable standing in the financial industry. With a career spanning over a decade, she has also gained valuable experience at Vanguard, further enhancing her expertise in the financial sector. Lia continues to leverage the vast resources of Merrill to deliver outstanding results for her clients. She is passionate about providing tailored solutions that meet the evolving needs of her clientele, showcasing her dedication to their financial well-being.

General

Specialist

Technical Background

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Lia Zheng

Work Experience

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Senior Financial Advisor, First Vice President at

Merrill Lynch

May 2017 - Present

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Retirement Associate at

Vanguard

July 2011 - July 2016

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Lia Zheng

Education

Arizona State University, Bachelor's Degree - Statistics

January 2007 - January 2010

Frequently Asked Questions about Lia Zheng

What is Lia Zheng email address?

Lia Zheng's primary email address is *********@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lia Zheng work for?

Lia Zheng is a Senior Financial Advisor, First Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Lia Zheng graduated from?

Lia Zheng holds a degree in from Arizona State University.

How can I directly contact Lia Zheng?

To contact Lia Zheng directly, you can use the email address *********@ml.com. Complete contact information is available upon registration with Muraena.

Who is Lia Zheng?

Lia Zheng is a seasoned financial advisor with a strong background in statistics and a focus on ultra-high-net-worth clients. Currently serving as First Vice President at Merrill Lynch, she excels in crafting personalized financial strategies that align with her clients' unique goals. Lia's analytical skills, honed through her education and experience, allow her to navigate the complexities of wealth management with precision. Her commitment to integrity and exceptional client service has earned her a reputable standing in the financial industry. With a career spanning over a decade, she has also gained valuable experience at Vanguard, further enhancing her expertise in the financial sector. Lia continues to leverage the vast resources of Merrill to deliver outstanding results for her clients. She is passionate about providing tailored solutions that meet the evolving needs of her clientele, showcasing her dedication to their financial well-being.

Lia`s contact details

mail

*********@ml.com

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