VP, Client Relationship Specialist, West Palm Beach
Lillian has over 20 years of experience in the financial services industry. Prior to Cresset, Lillian completed a management training program at a large retail bank and held customer service management and lending positions. She also held the position of Investor Relations Manager for eight years at a leading healthcare software company working as a liaison between executive management and Wall Street. Most recently, she held the position of Senior Investment and Wealth Strategist Associate at The Northern Trust Company.
Lillian earned a bachelor’s degree in International Finance and Marketing from the University of Miami. She is actively involved in her children’s school and was also a Junior Achievement classroom volunteer helping children prepare for future economic success. Lillian and her husband live in West Palm Beach with their two sons. Lillian, a native of West Palm, enjoys going to the beach, cooking and spending time with family.