Bryan Lu is a high-level professional, who works in Fisher Investments main office of which is in 689. on the position of Account Executive since 2013. Bryan has earned professional experience in more than six positions at different companies. Bryan Lu went to the University of California, Riverside and received education from 2006 to 2010. Newport Beach, California is the area, where this person was lastly known to be settled. This person's email address and number are easily accessed through SoftwareOfficial by request.
Name variants:
Brian Lu
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 4, 2022
Email
bl**@financialguide.com, br**@fisherinvestments.com, br**@fisherinvestments.com
Location
Newport Beach, CA
Company
Workplace
Account Executive
San Francisco, CA
Industry
Investment Advice, Investment Advisory Service
Colleagues
Work History
Account Executive
5525 northwest Fisher Creek Dr, Camas, WA 98607
Sep 2013 — Nov 2016
Financial Services Professional
1295 State Street Ter, Springfield, MA 01109
I offer individuals, families, and small businesses total financial needs analysis through a network of experienced professionals with expertise in:
Retirement analysis and programs
Estat...
Nov 2011 — Aug 2013
Vice President
5901 Old Wheeler Rd, La Verne, CA 91750
interview prospective candidates
oversee the statistics and productivity of each group member and the team
address any underlying concerns or issues that may arise within the team
Apr 2012 — Jul 2013
Ambassador
Act as primary liaison for new members - Assist members by introducing them to the benefits and services of membership and serving as a conduit for members to engage in the organization. - r...
Jan 2012 — Jan 2013
Financial Services Specialist
1401 Dove St, Newport Beach, CA 92660
Worked closely with clients on their goals and provided solutions through the use of insurance and investments.
Oct 2010 — Oct 2011
Proctor
110 east 42Nd St, New York, NY 10017
Over saw average classes of 10-20 students.
Enforced test taking environment.
Administered test and assisted students when needed.
Jan 2010 — Oct 2010
Education
Occupations
Sales Specialist
Account Service Manager
Financial Broker
Financial Services Professional
Client Service Officer
Customer Service
Financial Services Sales Agent
Skills
Insurance
Investments
Retirement
Estate Planning
Financial Planning
Asset Protection
Debt Management
Customer Relations
Wealth Management
Strategic Financial Planning
Customer Service
Risk Management
Equities
Retirement Planning
FAQs about Bryan Lu
What's the main profession of Bryan Lu?
Bryan Lu is a Investment Management.
What are the main profession of Bryan?
These person's professions are Sales Specialist and Account Service Manager
Where is Bryan Lu located?
Bryan Lu is located in Newport Beach, California.
Does Bryan have the email address?
bl**@financialguide.com and br**@fisherinvestments.com is The professional's email address.
Where did Bryan Lu work?
Bryan Lu worked at Fisher Investments, Massmutual Financial Group.
What education does Bryan Lu have?
Bryan studied at the University of California, Riverside from 2006 to 2010.
Are there any skills Bryan Lu has?
This professional has the following skills: Insurance, Investments, Retirement, Estate Planning, Financial Planning, Asset Protection, Debt Management, Customer Relations, and Wealth Management.