Lloyd Wei
Private Equity Investor chez Sunstone Management, Inc.
Profil
As Vice President at Sunstone Management, Lloyd Wei is dedicated to delivering comprehensive investment advisory and investment management services centered on alternative investments such as venture capital to both high-net-worth and institutional clients.
With over ten years of experience in finance, Lloyd’s exceptional qualities, including his meticulousness, attentive listening skills, and empathy, are highly valued by his clients.
He works together with a team of industry experts to provide exceptional customer service and establish enduring relationships with his growing clientele.
Lloyd is a CFA charter holder.
He also holds the professional designation of Certified Financial Planner (CFP®).
He speaks fluent English and Mandarin.
Postes actifs de Lloyd Wei
Sociétés | Poste | Début |
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Sunstone Management, Inc.
Sunstone Management, Inc. Investment ManagersFinance Sunstone Management Inc (Sunstone Management) is a venture capital firm founded in 2015 by John Shen. The firm is headquartered in Irvine, California. | Private Equity Investor | 01/07/2018 |
Formation de Lloyd Wei
Università Bocconi | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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Sunstone Management, Inc.
Sunstone Management, Inc. Investment ManagersFinance Sunstone Management Inc (Sunstone Management) is a venture capital firm founded in 2015 by John Shen. The firm is headquartered in Irvine, California. | Finance |