Lily is a Client Service Associate at SAM. She works closely with our Senior Relationship Managers to ensure that SAM continues to deliver the high-level of service that our clients have grown accustomed to.

Prior to joining SAM, Lily was a Private Wealth Management Associate at U.S Bank, and a Client Service Associate at The Pacific Financial Group. She began her career in Retail and Investment banking in 2016 and has since nurtured her skills and knowledge in delivering high-level service to clients.

Lily holds a bachelor’s degree in Communication from the University of Washington and master’s degree in Compliance and Risk Management from Seattle University School of Law. Lily lives and works in Albany, New York.