Liam Lin Email & Phone Number
Client Relationship Manager
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Liam Lin Location
- Anaheim, CA, US
Liam Lin Work
- 2011 -now Client Relationship Manager @ Cashflow First Inc.
- 2019 -now Business Relationship Manager @
- 2015 -now Customer Relationship Management Business Consultant @ CF Financial and Insurance Services
- 2010 -2013 Event Chair for Fullerton Relay for Life @
- 2008 -2009 Real Estate Consultant @ Self Employed
- 2006 -2007 Executive Recruiter and Client Manager @ JS Consulting Services
- 2001 -2006 Elite Personal Trainer @
- 1992 -2000 Pharmacy Assistant @
Liam Lin Education
- California State University-Fullerton - College of Business and Economics
Bachelor of Arts (Finance)
1997-2000 - UCLA
(AACF)
1989-1994
Liam Lin Skills
- Insurance
- Financial Analysis
- Fixed Annuities
- Negotiation
- Personal Training
- Nutritional Counseling
- Recruitment/Retention
- Account Management
- Consultancy
- Coaching
- Compliance
- Competitive Analysis
- Forecasting
- SWOT analysis
- Financial Coaching
- Fitness Training
- Community Outreach
- Non-profit Marketing
- Organizational Leadership
- Strategic Analysis
- New Business Development
- Pharmacology
- Functional Analysis
- Event Management
- Health Insurance
- Disability Insurance
- General Insurance
- Commercial Insurance
- Insurance Planning
- Annuities
- Universal Life
- Wellness Coaching
- Fun
- Series 63
- Social Media
- Sellers
- Public Speaking
- Stock Market
- Comprehensive Wealth
- Non Profit Marketing
- Financial Modeling
- Investments
- Series 6
- Wealth Preservation
- 401k
- Fundraising
- Wealth Management
- Mutual Funds
- Wealth Accumulation
- Wealth Transfer Planning
- Training
- Customer Service
- Wealth Building
- Annuity
- Wealth Preservation Strategies
- 401k Rollovers
- Management
- Finra Series 6
- Organizational
- Comprehensive Wealth Management
Liam Lin Summary
- Liam Lin, based in Anaheim, CA, US, is currently a Client Relationship Manager at Cashflow First Inc.. Liam Lin brings experience from previous roles at Quantum Electronic Payments, CF Financial and Insurance Services, American Cancer Society and Self Employed. Liam Lin holds a 1997 - 2000 Bachelor of Arts in Finance @ California State University-Fullerton - College of Business and Economics. With a robust skill set that includes Insurance, Financial Analysis, Fixed Annuities, Negotiation, Personal Training and more. Liam Lin has 2 emails on RocketReach.
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