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Brian Wee Location
Woodbine, MD, US
Brian Wee Work
CEO @ Brian Sean Wee, CFP (October 2013 - Present)
Professional Equestrian @ Florida, Germany, then California (August 2009 - September 2013)
Financial Advisor @ (April 2006 - June 2009)
Analyst @ (June 2006 - November 2006)
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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