David Lien Email & Phone Number
Financial Advisor @ David White & Associates
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David Lien Location
- Irvine, CA, US
David Lien Work
- Financial Advisor @ (July 2019 - Present)
- Financial Advisor @ (January 2016 - June 2019)
- Financial Advisor @ (January 2014 - December 2014)
- Vice President - Relationship Manager @ (January 2012 - January 2014)
- Vice President - Commercial Business Development @ Manufacturers Bank (January 2010 - January 2012)
- Vice President - Relationship Manager @ (January 2007 - January 2009)
- Commercial Loan Officer @ (January 2004 - January 2006)
David Lien Education
- University of Southern California
B.A. (Communications)
David Lien Skills
- Financial Planning
- Wealth Accumulation
- Tax Planning Stategies
- Insurance
- Investments
- Estate Planning
- Commercial Lending
- Finance
- Commercial Banking
- Sales
- Loans
- Business Development
- Commercial Real Estate
- Lines Of Credit
- Credit
- Small Business Lending
- Life
- Business Succession
- Cash Management
- Commercial Mortgages
- Retirement Income Strategies
- Relationship Management
- Treasury Management
- Ca Insurance License
- Business Transition Planning
- Real Estate
- Commercial Business Development
- Investing
- Services
- Securities
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 B.A. in Communications @ 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 3 mobile phone numbers on RocketReach.
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