Lisa An Email & Phone Number
Relationship Banker @ JPMorgan Chase & Co.
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Lisa An Location
- Rowland Heights, CA, US
Lisa An Work
- Relationship Banker @ (May 2014 - Present)
- Financial Professional and Registered Investment Advisor @ (March 2008 - May 2014)
- Preschool Teacher @ (May 2007 - March 2008)
- Front Office Manager and Revenue Manager @ (September 2004 - May 2007)
- Assistant Front Office Manager @ (August 2002 - September 2004)
Lisa An Education
- UC Irvine
Bachelor (Sociology)
1998-2003
Lisa An Skills
- Wealth Management
- Time Management
- Strategic Financial Planning
- Retirement Planning
- Mutual Funds
- Insurance
- Community Outreach
- Finance
- Investment Advisory
- Long-term Care
- Disability Insurance
- Long Term Care Insurance
- Financial Advisory
- Asset
- Securities
- Retirement
- Health Insurance
- 401k
- Investment Strategies
- Fixed Annuities
- Series 63
- Asset Allocation
- IRAs
- Series 6
- Financial Services
- Employee Benefits
- Portfolio Management
- Asset Management
- Life Insurance
- Leadership
- Team Building
- Banking
- Sales
- Financial Planning
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Customer Service
- Long Term Care
- Management
- Strategic Financial
Lisa An Summary
- Lisa An, based in Rowland Heights, CA, US, is currently a Relationship Banker at JPMorgan Chase. Lisa An brings experience from previous roles at Prudential Financial, Koreatown Youth & Community Center, Doubletree Hotel and Doubletree Hotel Irvine Spectrum. Lisa An holds a 1998 - 2003 Bachelor in Sociology @ UC Irvine. With a robust skill set that includes Wealth Management, Time Management, Strategic Financial Planning, Retirement Planning, Mutual Funds and more. Lisa An has 2 emails and 2 mobile phone numbers on RocketReach.
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