Brian Wee Email & Phone Number
CEO
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Brian Wee Location
- Woodbine, MD, US
Brian Wee Work
- 2013 -now CEO @ Brian Sean Wee, CFP
- 2009 -2013 Professional Equestrian @ Florida, Germany, then California
- 2006 -2009 Financial Advisor @
- 2006 -2006 Analyst @
Brian Wee Education
- College for Financial Planning
(Masters in Personal Financial Planning Candidate)
2017-2019 - University of California, Santa Barbara
Bachelor's degree (Business/economics)
2001-2005
Brian Wee Skills
- Certified Financial Planner
- Life and Health Insurance License
- Real Estate
- Mortgage Lending
- Investment Management
- Financial Coaching
Brian Wee Summary
- Brian Wee, based in Woodbine, MD, US, is currently a CEO at Brian Sean Wee, CFP. Brian Wee brings experience from previous roles at Florida, Germany, then California, Merrill Lynch and Bear Stearns & Co.. Brian Wee holds a 2017 - 2019 College for Financial Planning. With a robust skill set that includes Certified Financial Planner, Life and Health Insurance License, Real Estate, Mortgage Lending, Investment Management and more. Brian Wee has 1 emails and 2 mobile phone numbers on RocketReach.
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