Lillian Lin Email & Phone Number
Founder and Principal Broker
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Lillian Lin Location
- New York, NY, US
Lillian Lin Work
- 2016 -now Founder and Principal Broker @ PLS Home Services, LLC
- 2010 -2016 Vice President and Portfolio Associate @
- 2007 -2010 Registered Investment Associate @
- 2005 -2007 Banker @
Lillian Lin Education
- Boston University
Financial Planning (Professional Certification in )
2006-2007 - SUNY New Paltz
Bachelor of Science (Finance, Economics)
2000-2004
Lillian Lin Skills
- Series 63
- Banking
- Fixed Income
- Financial Planning
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investments
- Bloomberg
- Finance
- Financial Services
- Wealth Management
- Equities
- Microsoft Office
- Strategic Financial Planning
- Maintaining Strong Client Relationships
- Risk Management
- Asset Management
- Credit
- Financial Analysis
- Analysis
- Management
- Investment Banking
- Trading
- CRM
- Series 7
- Hedge Funds
- Equity Trading
Lillian Lin Summary
- Lillian Lin, based in New York, NY, US, is currently a Founder and Principal Broker at PLS Home Services, LLC. Lillian Lin brings experience from previous roles at Axiom Capital Management, Citigroup and JPMorgan Chase. Lillian Lin holds a 2006 - 2007 Financial Planning in Professional Certification in @ Boston University. With a robust skill set that includes Series 63, Banking, Fixed Income, Financial Planning, Portfolio Management and more. Lillian Lin has 1 emails and 2 mobile phone numbers on RocketReach.
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