Lida M. is a skilled professional with extensive experience in client services and operations within the financial industry. Currently serving as a Client Services Associate at Oppenheimer & Co. Inc. since June 2022, Lida previously held the same position at the same company from 2013 to 2021. Additional roles include Operation Associate at Western International Securities, Client Service Specialist at Clifford Swan Investment Counselors, and Operations/Finance Manager at National Life Group. Lida's background also encompasses administrative and sales roles at Unum, Cole Haan, Citibank North America, Nordstrom, and Macy's Company. Lida holds a Bachelor of Arts degree in Sociology from California State University-San Bernardino, alongside a Bachelor of Science in Sociology and an Associate of Arts in General Education and Child Development from Glendale Community College.
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