Karin Le has been a Senior Wealth Advisor at Capital Planning Advisors since 2018. Moreover, the professional has professional experience at more than four companies using similar skills. Karin has a total work experience of 18+ years. Karin Le studied at the University of Southern California - Marshall School of Business from 1997 to 2000. Karin has professional certification as Certified Financial Planner and this expert has studied English. Karin can be found in Sacramento, California – where this person currently lives. You can search for Karin Le's contacts. We can also provide you with additional contact information upon request.
Name variants:
Karen Le
Last updated May 31, 2024
Contact Information
Last Update
Feb 1, 2016
Email
ka**@capitalplanningadvisors.com, le**@yahoo.com
Location
Sacramento, CA
Company
Workplace
Senior Wealth Advisor
Sacramento, CA
Industry
Financial Services, Investor, Financial Advisor
Colleagues
Work History
Senior Wealth Advisor
1420 Rocky Ridge Dr SUITE 140, Roseville, CA 95661
from 2018
Vp, Senior Private Banker
420 Montgomery St, San Francisco, CA 94129
Customize financing solutions for high net worth individuals and families and assist clients with banking, investment management, trust and financial planning.
2004 — 2018
Relationship Manager, Financial Analyst - Capital Markets Group
420 Montgomery St, San Francisco, CA 94129
Commercial real estate lending and financial analysis of management and leveraged buyout transactions.
2000 — 2004
Education
1997 — 2000
Occupations
Financial Broker
Banker
Financial Services Professional
Financial Services Sales Agent
FAQs about Karin Le
What's the main profession of Karin Le?
Karin is a Senior Wealth Advisor.
What are the main profession of Karin Le?
These person's professions are Financial Broker and Banker
Where is Karin Le located?
Karin is located in Sacramento, California.
What is the professional's email?
The professional's email is ka**@capitalplanningadvisors.com and le**@yahoo.com.
How many companies did Karin Le work at?
Karin Le worked at four jobs.
Where has Karin Le studied?
Karin studied at the University of Southern California - Marshall School of Business from 1997 to 2000.
Are there any professional certifications, that Karin Le has?
The expert received the following certifications: Certified Financial Planner.
What languages does Karin Le speak?
Karin Le speaks English.