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Bryan Yi Location
Los Angeles, CA, US
Bryan Yi Work
2022 -now VP of Sales @
2022 -now VP of Sales @ Pursche Kaplan Sterling Investments
2020 -2022 Vice President of Sales Annuities @
2017 -2020 Regional Vice President @ Simplicity Life
2009 -2017 Divisional Sales Director @
2007 -2009 Divisional Sales Director @
2004 -2007 Wholesaler @
Bryan Yi Education
Long Beach State University
Bachelor's degree (Finance, General)
Bryan Yi Skills
Series 7, 63, and CRC
Management
Team Building
Project Management
Crc
Negotiation
Strategy
Series 7
Account Management
Sales
Financial Advisory
Strategic Financial Planning
Series 63
Investments
Risk Management
Fixed Annuities
Series 6
Retirement
401k
Retirement Planning
Insurance
Employee Benefits
Mutual Funds
Life Insurance
Bryan Yi Summary
Bryan Yi, based in Los Angeles, CA, US, is currently a VP of Sales at Purshe Kaplan Sterling Investments (PKS). Bryan Yi brings experience from previous roles at Pursche Kaplan Sterling Investments, Highland Capital Brokerage, Simplicity Life and Protective Life. Bryan Yi holds a Bachelor's degree in Finance, General @ Long Beach State University. With a robust skill set that includes Series 7, 63, and CRC, Management, Team Building, Project Management, Crc and more. Bryan Yi has 2 emails and 2 mobile phone numbers on RocketReach.
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