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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