Billy treats every day as a new learning experience, focusing on a direct relationship with clients.
Joined Lido: 2023
Homebase: San Diego
Professional Focus: Keeping clients’ best interests as a top priority, he always acts to meet client goals and objectives even beyond solutions he can help advise.
Education: B.A., Finance, Santa Clara University
Previous Work Highlights: Prior to joining Lido, Billy had a very successful internship at First Republic Bank, serving as a Private Banking Summer Analyst.
Personal Facts: Billy enjoys scratch golfing.
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