LILY RASHID + CLIENT SERVICE ASSOCIATE
Lily Rashid is a Client Service Associate at Lutz Financial. She specializes in serving as the liaison between advisors, clients and custodians through all aspects of the wealth management process. She lives in Omaha, NE.
AREAS OF FOCUS
- Client Relationship & Account Management
- System Reports & Compilation
- Adviser Support
- Compliance Process Assistance
EDUCATIONAL BACKGROUND
- BSBA in Management, University of Nebraska, Lincoln, NE
Harmony | Empathy | Achiever | Positivity | Consistency
CONTACT LILY RASHID
