Li He Email & Phone Number
Financial Advisor @ Morgan Stanley
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Li He Location
- Benicia, CA, US
Li He Work
- Financial Advisor @ (July 2014 - Present)
- Private Banker and Investment associates @ (August 2009 - July 2014)
- Operations Supervisor @ (September 2006 - January 2008)
Li He Education
- Davenport University
BS (Computer Science and Business)
2003-2008
Li He Skills
- CA life insurance
- Mutual Funds
- Portfolio Management
- Securities
- Series 6
- Series 63
- Series 7
- Small Business Lending
- Wealth Management
- fluent in Chinese
- CA life insurance
- Life Insurance
Li He Summary
- Li He, based in Benicia, CA, US, is currently a Financial Advisor at Morgan Stanley. Li He brings experience from previous roles at Wells Fargo and UPS. Li He holds a 2003 - 2008 BS in Computer Science and Business @ Davenport University. With a robust skill set that includes CA life insurance, Mutual Funds, Portfolio Management, Securities, Series 6 and more. Li He has 3 emails and 4 mobile phone numbers on RocketReach.
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