Lee Q Tran is a high-skilled professional, that works in Northwestern Mutual main office of which is in 149. as a Associate Wealth Management Advisor since 2014. Lee has earned professional experience in more than eight positions at various companies. Lee Q Tran went to the Cal State East Bay - College of Business & Economics and got education from 2009 to 2012. This person has the following professional qualifications: Series 7, License Crd#6207346, and License #0J01689. Livermore, California is the city, where this professional was lastly known to be located. This person's contacts can be accessed through this website by request.
Name variants:
Leigh Tran
Last updated Jun 03, 2024
Contact Information
Last Update
Jul 3, 2022
Email
le**@junk-king.com, le**@gmail.com
Location
Livermore, CA
Company
Workplace
Associate Wealth Management Advisor
Milwaukee, WI
Industry
Financial Services, Insurance Agent/Broker, Financial Advisor, Insurance Companies, Security Brokers, Dealers, and
Colleagues
Work History
Associate Wealth Management Advisor
720 east Wisconsin Ave, Milwaukee, WI 53202
May 2014 — May 2015
Staff Accountant
1541 The Alameda, San Jose, CA 95126
Feb 2013 — May 2014
Tax Intern
1541 The Alameda, San Jose, CA 95126
Feb 2013 — Apr 2013
Education
Occupations
Executive
Manager
Supporting Member
Advisor
Accountant
Finance and Accounting Specialist
Representative
Operations Manager
Team Member
Accounting Bookkeeper
Bookkeeper
Skills
Finance
Analysis
Investments
Financial Planning
Series 7
Retirement Planning
Client Services
Financial Analysis
Business Analysis
Microsoft Excel
Revenue Forecasting
FAQs about Lee Q Tran
What is the main profession of Lee Q Tran?
Lee is a Manager, Fp and A and Accounting.
What are the main profession of Lee?
These person's professions are Executive and Manager
Where does Lee Q Tran currently live?
Livermore, California is the place where Lee Q Tran lives
What is Lee Q Tran's email?
Lee Q Tran's email is le**@junk-king.com and le**@gmail.com.
How many companies did Lee Q Tran work at?
Lee Q Tran worked at eight jobs.
What education does Lee Q Tran have?
Lee studied at the Cal State East Bay - College of Business & Economics from 2009 to 2012.
Are there any certifications, that Lee Q Tran has?
Lee received the following certifications: Series 7, License Crd#6207346, License #0J01689, Microsoft Office Specialist (Expert): Excel, and Financial Industry Regulatory Authority.
What languages does Lee Q Tran speak?
Lee Q Tran speaks English.