Peter Ly Email & Phone Number
Field Sales Director @ OneAmerica
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Peter Ly Location
- Pasadena, CA, US
Peter Ly Work
- Field Sales Director @ (January 2024 - Present)
- Internal Wholesaler @ (September 2021 - January 2024)
- Internal Wholesaler @ (January 2021 - September 2021)
- Vice President - Branch Manager @ (March 2016 - December 2016)
- Sales Manager @ (October 2013 - March 2016)
- Agency Director of Development @ (January 2017 - June 2020)
- Financial Services Professional @ (January 2011 - October 2013)
Peter Ly Education
- University of California, Riverside 2006-2010
Peter Ly Skills
- Financial Analysis
- Strategic Financial Planning
- Retirement Planning
- Financial Services
- Investments
- Estate Planning
- Mutual Funds
- Small Business
- Leadership
- Financial Modeling
- Fixed Annuities
- Insurance
- Microsoft Excel
- Data Analysis
- Business Analysis
- Microsoft Office
- Customer Service
- Wealth Management
- Securities
- Microsoft Word
- Management
- Microsoft PowerPoint
- Finance
- Public Speaking
- Team Building
- Sales
- Business Development
- Sales Management
- Sales Process
- Training
- Employee Training
- Facilitation
- Training and Development
Peter Ly Summary
- Peter Ly, based in Pasadena, CA, US, is currently a Field Sales Director at OneAmerica. Peter Ly brings experience from previous roles at OneAmerica, Farmers Insurance, JPMorgan Chase & Co. and MassMutual. Peter Ly holds a 2006 - 2010 University of California, Riverside. With a robust skill set that includes Financial Analysis, Strategic Financial Planning, Retirement Planning, Financial Services, Investments and more. Peter Ly has 1 emails and 1 mobile phone numbers on RocketReach.
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