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Moses Lin Location
Arcadia, CA, US
Moses Lin Work
Financial Advisor @ (July 2026 - Present)
Senior Vice President Group Director @ Flagstar Advisors (April 2023 - July 2026)
Vice President Group Director @ Signature Securities (March 2022 - July 2026)
Vice President Premier Relationship Advisor @ (November 2015 - March 2021)
VP Citi Personal Wealth Manager @ (April 2012 - November 2015)
Financial Advisor @ (March 2010 - March 2012)
Account Executive @ Just Mortgage (October 2008 - March 2010)
Business Development Manager @ (February 1997 - July 2008)
Moses Lin Education
UCLA
BA (Economics)
1994-1996
Moses Lin Skills
401k
B2B
Commercial Lending
Construction Loans
Credit
FHA
FHA financing
Financial Planning
High Net Worth Individuals
IRAs
Insurance
Investment Advisory
Investments
Loan Origination
Loans
Mutual Funds
Portfolio Management
Refinance
Retirement
Retirement Planning
Series 66
Series 7
Strategic Financial Planning
Wealth Management
Strategy
Marketing
Mortgage Lending
Reverse Mortgages
Mortgage
Strategic Financial
High Net Worth
Microsoft Office
Sales
Management
Mortgage Banking
Moses Lin Summary
Moses Lin, based in Arcadia, CA, US, is currently a Financial Advisor at Equitable Advisors. Moses Lin brings experience from previous roles at Flagstar Advisors, Signature Securities, HSBC Retail Banking and Wealth Management and Citi. Moses Lin holds a 1994 - 1996 BA in Economics @ UCLA. With a robust skill set that includes 401k, B2B, Commercial Lending, Construction Loans, Credit and more. Moses Lin has 1 emails and 1 mobile phone numbers on RocketReach.
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