Lily H. Zhang is an associate in the Client Service department at Gurtin Municipal Bond Management. Ms. Zhang is responsible for acting as a liaison between the firm, its clients, and their investment advisors. Her primary responsibilities include processing money movements and managing mutual fund indications and approvals. She also assists with opening and maintaining new accounts and provides general client service support.
Prior to joining Gurtin Municipal Bond Management in May 2018, Ms. Zhang worked as a financial advisory assistant at Ameriprise Financial, where she helped prepare for firm meetings, supported client relations, executed money movements, and performed administrative duties.
Ms. Zhang earned a bachelor’s degree in economics and accounting from the University of California, Santa Barbara.