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Brian Lee Location
Pasadena, CA, US
Brian Lee Work
2012 -now CEO and President @
2002 -2012 Managing Partner @
1996 -2002 Manager @
Brian Lee Education
Truman State University
Bachelor's Degree (Finance)
1993-1995
University of Missouri-Columbia, College of Business
Bachelor's Degree (Finance)
1992-1993
Brian Lee Skills
Retirement
Strategic Financial Planning
Financial Services
Retirement Planning
Employee Benefits
Insurance
Fixed Annuities
Disability Insurance
Life Insurance
401k
Series 6
Long Term Care Insurance
Series 7
Mutual Funds
Investments
Long-term Care
Series 63
Equities
IRAs
Wealth Management
Estate Planning
Sales
Blogging
Business Strategy
Long Term Care
Business Development
Strategy
Microsoft Office
Brian Lee Summary
Brian Lee, based in Pasadena, CA, US, is currently a CEO and President at MassMutual Pacific. Brian Lee brings experience from previous roles at MassMutual Financial Group and Penn Mutual. Brian Lee holds a 1993 - 1995 Bachelor's Degree in Finance @ Truman State University. With a robust skill set that includes Retirement, Strategic Financial Planning, Financial Services, Retirement Planning, Employee Benefits and more. Brian Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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