Lan Li Email & Phone Number
Investment Consultant @ Wells Fargo
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Lan Li Location
- California, United States
Lan Li Work
- 2025 -2026 Senior Vice President, Elite Wealth Relationship Manager @
- 2024 -2025 Vice President, Senior Wealth Relatinship Manager @
- 2010 -2023 Vice President, Senior Financial Consultant @
- now Financial Advisor @
- now Investment Consultant @
Lan Li Education
- Chongqing Technology and Business University
Bachelor of Science (BS) (Statistics)
Lan Li Skills
- Investments
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Financial Services
- Fixed Income
- Financial Risk
- Capital Markets
- Securities
- Strategic Financial
- Banking
- Relationship Management
- Risk Management
- Credit
- Finance
- Investment Advisory
- Financial Planning
- Series 7
Lan Li Summary
- Lan Li, based in California, United States, is currently a Investment Consultant at Wells Fargo Investments. Lan Li brings experience from previous roles at HSBC and Merrill Lynch. Lan Li holds a Bachelor of Science (BS) in Statistics @ Chongqing Technology and Business University. With a robust skill set that includes Investments, Wealth Management, Portfolio Management, Strategic Financial Planning, Asset Allocation and more. Lan Li has 1 emails on RocketReach.
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