
Tai Habib
Senior Client Service Associate
Taieb is a Senior Client Service Associate at SteelPeak Wealth with 10 years of experience in the financial services industry, with a focus on delivering high class service and supporting the complex needs of ultra-high net worth clients. He holds a bachelor’s degree in economics from the University of California, Davis.
Outside of work, Taieb enjoys watching movies, traveling to new countries with his wife, being a foodie, and playing sports.
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Tai

In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.































































































