Director of Relationship Management
Andrew Lin is the Director of Relationship Management at SIA. He currently oversees operations, broker-dealer relations and sales. He began his career at SIA as an analyst in 2003, working in the Department of Investment Management and Economic Strategy. Before rejoining SIA in 2010, he was the Director of Operations for a national strategic acquirer of wealth management practices. Additionally, he has worked as an independent consultant and investment advisor representative. He brings his years of experience in technology, operations, analysis and business development to SIA.
Mr. Lin received his Bachelor of Arts degree in Psychology from the University of California, Los Angeles in 2003. He holds Series 7 & 66 licenses.
Andrew is a native to Southern California, he currently resides in Century City. In addition to his work at SIA, he participates in Charles Schwab’s Advisor Technology Advisory Board and Tamarac, Inc.’s Advisor Board.