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 @ Merrill Lynch
- 2006 - 2006 Analyst @ The Savoir Club - Executive Knowledge Sharing
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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Brian Wee?
Find contact details for 700 million professionals.
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
