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Palm Beach 340 Royal Palm Way Suite 200 Palm Beach, FL 33480
Client Service Associate
Vivian is a client service associate at CIBC Private Wealth, with over 30 years of industry experience. In this role, she is responsible for opening accounts, assisting client service managers with ongoing account administration and executing client reporting for high net worth individuals.
Prior to joining the firm, Vivian served as a client service associate at TD Bank where she helped clients with their financial needs by having future needs conversations as well as opening new accounts and servicing their accounts with the bank.
Vivian earned an Associate in Arts of degree in business administration from Miami Dade College. She also is involved with the Good Samaritan Shelter and Rehab for the homeless. Vivian belongs to the South Florida Hispanic Chamber of Commerce, where she works with the Hispanic community on business growth and representation within our communities.
Representing CIBC Bank USA
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