VP, Wealth Manager
Xuan Wang joined Lido Advisors in 2020. She has over 10 years of domestic and international experience in Client Relations, Project Management, and Operations. With her extensive experience, she provides value to high-net-worth families, private business owners, corporate executives, family offices, Trust companies and custodial relationships. She delivers exceptional client service through her strong attention to detail and creative problem solving. Prior to joining Lido, Xuan spent over six years at Quantum Capital Management where she was responsible for managing and developing domestic and international client relations. Growing up in China, Xuan started her career in the aviation industry in Guangzhou where she served as the primary liaison and Project Coordinator between corporations and government agencies. From there, Xuan built up strong finance and client service skills through her deep understanding of the needs of high-net-worth clients. Xuan graduated from Xi’an University of Science Technology in Shaanxi, China, with a B.S. in Communication Engineering and holds her Series 65. Xuan is fluent in Mandarin and English. She lives in San Francisco and enjoys hiking, yoga, rock climbing, cooking.