Lily Pilapil
Wealth Management Operations Team Lead - CA Insurance License #0H82593
Phone: (714) 885-7597
About Lily
Lily joins the Client Experience Team with a strong financial services background and years of experience in client services, operations, and administration. Lily began her career in financial services working in a corporate banking group for a government bank in Asia, specializing in loan syndications, privatizations, and mergers and acquisitions. Most recently before joining the team, Lily worked at Bank of the West in Newport Beach, executing projects with a team of wealth management professionals.
Lily holds a bachelor’s degree in Business Administration, as well as a California Life Insurance license. Outside of work, Lily enjoys traveling.
Lily Pilapil
Wealth Management Operations Team Lead - CA Insurance License #0H82593
Phone: (714) 885-7597
About Lily
Lily joins the Client Experience Team with a strong financial services background and years of experience in client services, operations, and administration. Lily began her career in financial services working in a corporate banking group for a government bank in Asia, specializing in loan syndications, privatizations, and mergers and acquisitions. Most recently before joining the team, Lily worked at Bank of the West in Newport Beach, executing projects with a team of wealth management professionals.
Lily holds a bachelor’s degree in Business Administration, as well as a California Life Insurance license. Outside of work, Lily enjoys traveling.
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