True Link
Brent Lim has extensive work experience in various finance and operations roles. Brent started their career at Franklin Templeton Investments as a Senior TA Associate in Client Services. After that, they joined State Street as an Associate in Accounting and Pricing, eventually progressing to become an Officer in Securities Valuation Operations. Brent then moved to Funding Circle US, where they worked as a Senior Financial Operations Analyst and later as a Manager in Financial Operations. Brent also worked at Wonolo, where they were a Senior Manager in Marketplace Strategy and Operations. Currently, Brent is the Director of Fund Operations at True Link, and prior to that, they held the role of Senior Manager in Business Operations and Investment Advisory at the same company.
Brent Lim holds a Bachelor of Science degree in Business Administration, with a focus on Finance, from California State University-Sacramento.
True Link
Vulnerable seniors, people with special needs, and those recovering from addiction – fifty million Americans in total – need more from their financial institutions. Whether it’s protecting seniors from fraud, helping people with special needs preserve lifesaving medical benefits, or preventing an impulsive cash withdrawal or purchase that could lead to relapse, families turn to True Link when they need a financial partner who can help them navigate life’s challenges.