Lin Sun Email & Phone Number
VP - Senior Financial Consultant @ Charles Schwab
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Lin Sun Location
- California, United States
Lin Sun Work
- 2017 -now VP - Senior Financial Consultant @
- 2012 -2016 VP - Financial Consultant @
- 2012 -2012 Corporate Services Financial Consultant @
- 2008 -2012 Branch Manager @
- 2006 -2008 Relationship Manager and Assistant Branch Manager @
- 2005 -2005 Inside Wholesaler @
- 2003 -2005 Financial Services Associate @
Lin Sun Education
- Brandeis University
Bachelor of Arts (Biology, Economics)
1998-2002
Lin Sun Skills
- Investments
- Mutual Funds
- Asset Allocation
- Banking and Credit Management
- Small Business Retirement Plans
- Titling and Beneficiary Designations
- College Planning
- 401K Rollovers
- Charitable Giving
- Series 7
- Series 66
- Series 3
- Series 24
- Series 9
- Series 10
- Securities
- Separately Managed Accounts
- Unified Managed Accounts
- Municipal Bonds
- Corporate Bonds
- Life Insurance
- Long Term Care
- Retirement Planning
- Team Building
- PowerPoint
- Business Development
- Microsoft Excel
- Credit
- Research
Lin Sun Summary
- Lin Sun, based in California, United States, is currently a VP - Senior Financial Consultant at Charles Schwab. Lin Sun brings experience from previous roles at Charles Schwab and E*TRADE Financial. Lin Sun holds a 1998 - 2002 Bachelor of Arts in Biology, Economics @ Brandeis University. With a robust skill set that includes Investments, Mutual Funds, Asset Allocation, Banking and Credit Management, Small Business Retirement Plans and more. Lin Sun has 4 emails and 1 mobile phone numbers on RocketReach.
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