Albert Lim

Senior Wealth Client Relationship Manager

Albert Lim, AWMA®, BFA™, CRPC®, is a Senior Wealth Management Client Relationship Manager at TIAA, where they leverage their extensive experience in client relations and support. They began their career as a Research Assistant at the University of Minnesota and later worked as a Program Coordinator and House Fellow at the University of Wisconsin-Madison. Albert has held various roles in financial services, including Client Support Associate and Lead Client Support Associate at Ameriprise Financial Services, and Registered Paraplanner at Greenwald Wealth Management. They earned a BA in Economics from the University of Wisconsin-Madison in 2012.

Location

New Haven, United States


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