Lily Zhang

Financial Advisor at DiversiFi Capital LLC
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco, California, United States, US
Languages
  • Chinese -
  • English -
Skills

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Credentials

  • Series 65
    FINRA
    Jul, 2019
    - Sep, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Mar, 2021
    - Sep, 2024

Experience

  • DiversiFi Capital LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Oct 2020 - Present

    • Associate
      • Sep 2018 - Oct 2020

  • UC Berkeley
    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Computer Science Undergraduate Advisor
      • Jun 2014 - Aug 2018

    • External Relations Development Coordinator
      • Apr 2012 - Aug 2014

    • Research Assistant
      • Apr 2009 - Dec 2012

    • Front Office Coordinator
      • Feb 2011 - Apr 2012

Education

  • Boston University
    Certificate Program, Financial Planning
    2018 - 2020
  • UC Berkeley Extension
    Certificate Program, Student Affairs and Higher-Education Administration
    2016 - 2018
  • UC Berkeley
    BA, Cognitive Science
    2006 - 2010
  • Peking University
    Certificate of Completion, Chinese Language
    2005 - 2005
  • University of California, Berkeley
    -

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