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Lim Leigh

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Lim Leigh

Senior Vice President - Investment Officer, Financial Advisor | Wells Fargo Advisors

San Francisco, California, United States

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Lim Leigh

Summary

Lim Leigh is a seasoned financial professional with over two decades of experience in wealth management and investment advisory roles. Currently a Senior Vice President at Wells Fargo Advisors, he specializes in asset allocation, retirement planning, and wealth transfer strategies. Lim has a strong background in both corporate finance and personal advisory, having worked with notable institutions including Bank of America and J.P. Morgan. He is passionate about helping clients navigate their financial landscapes and achieve their investment goals in a tax-efficient manner. Beyond finance, Lim enjoys cooking, golfing, and skiing, reflecting a well-rounded lifestyle. His family is also involved in the healthcare sector, showcasing a diverse professional environment at home. Lim's educational background includes an MBA in Marketing from UCLA and a Bachelor's in Finance from Georgetown University, underscoring his strong academic foundation in finance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Lim Leigh

Work Experience

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Senior Vice President - Investment Officer, Financial Advisor at

Wells Fargo Advisors

April 2007 - Present

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Financial Advisor at

Union Bank

April 2003 - April 2007

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Financial Advisor at

Bank of America Corporation

September 2000 - April 2003

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Analyst at

J.P. Morgan

July 1995 - June 1998

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Lim Leigh

Education

Anderson School at UCLA, Mba

January 1998 - January 2000

Georgetown University, Bachelor's Of Science

January 1991 - January 1995

Frequently Asked Questions about Lim Leigh

What is Lim Leigh email address?

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

What company does Lim Leigh work for?

Lim Leigh is a Senior Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where Lim Leigh graduated from?

Lim Leigh holds a degree in Marketing from Anderson School at UCLA.

How can I directly contact Lim Leigh?

To contact Lim Leigh directly, you can use the email address *********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Lim Leigh?

Lim Leigh is a seasoned financial professional with over two decades of experience in wealth management and investment advisory roles. Currently a Senior Vice President at Wells Fargo Advisors, he specializes in asset allocation, retirement planning, and wealth transfer strategies. Lim has a strong background in both corporate finance and personal advisory, having worked with notable institutions including Bank of America and J.P. Morgan. He is passionate about helping clients navigate their financial landscapes and achieve their investment goals in a tax-efficient manner. Beyond finance, Lim enjoys cooking, golfing, and skiing, reflecting a well-rounded lifestyle. His family is also involved in the healthcare sector, showcasing a diverse professional environment at home. Lim's educational background includes an MBA in Marketing from UCLA and a Bachelor's in Finance from Georgetown University, underscoring his strong academic foundation in finance.

Lim`s contact details

mail

*********@wellsfargoadvisors.com

*********@wellsfargo.com

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