David Lien Email & Phone Number

Financial Advisor @ David White & Associates

5 free lookup(s).

David Lien Location

Irvine, CA, US

David Lien Work

2019 - now Financial Advisor @ David White & Associates
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2016 - 2019 Financial Advisor @ Tax & Financial Group
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2014 - 2014 Financial Advisor @ Edward Jones
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2012 - 2014 Vice President - Relationship Manager @ OneWest Bank
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2010 - 2012 Vice President - Commercial Business Development @ Manufacturers Bank
2007 - 2009 Vice President - Relationship Manager @ Wells Fargo
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2004 - 2006 Commercial Loan Officer @ Wells Fargo
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David Lien Education

University of Southern California

David Lien Skills

Financial Planning
Wealth Accumulation
Tax Planning Stategies

Insurance
Investments
Estate Planning
Commercial Lending
Finance
Commercial Banking
Sales

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David Lien Summary

David Lien, based in Irvine, CA, US, is currently a Financial Advisor at David White & Associates. David Lien brings experience from previous roles at Tax & Financial Group, Edward Jones, OneWest Bank and Manufacturers Bank. David Lien holds a University of Southern California. With a robust skill set that includes Financial Planning, Wealth Accumulation, Tax Planning Stategies, Insurance, Investments and more. David Lien has 2 emails and 1 mobile phone numbers on RocketReach.

David Lien Emails

Found 2 emails

David Lien Phone Numbers

Found 5 phone numbers

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David Lien

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- gmail.com
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David Lien

VP of Internal Sales and Operations at Meeder Investment Management

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- meederinvestment.com
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Top David White & Associates Employees

David White

Chairman at David White & Associates

San Ramon, CA, US
1
- dwassociates.com
1
- 601519XXXX
David Lien

Financial Advisor at David White & Associates

Irvine, CA, US
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- sbcglobal.net
- dwassociates.com
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- 714213XXXX
- 714680XXXX
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- 949223XXXX
- 949302XXXX
David Zook

Financial Advisor at David White & Associates

San Ramon, CA, US
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- gmail.com
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Matthew Halick

Financial Advisor at David White & Associates

California, United States
1
- dwassociates.com
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- 925395XXXX
Brendan Halick

Associate Financial Advisor at David White & Associates

San Ramon, CA, US
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