Peter Ly Email & Phone Number
Field Sales Director @ OneAmerica
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Peter Ly Location
- Pasadena, CA, US
Peter Ly Work
- 2024 -now Field Sales Director @
- 2021 -2024 Internal Wholesaler @
- 2021 -2021 Internal Wholesaler @
- 2017 -2020 Agency Director of Development @
- 2016 -2016 Vice President - Branch Manager @
- 2013 -2016 Sales Manager @
- 2011 -2013 Financial Services Professional @
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, MassMutual and JPMorgan Chase & Co.. 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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Top OneAmerica Employees
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Craig Lehman
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Meghan Vogt
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Ryan Berry
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Jerry Semler
Chairman Emeritus
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James Mann
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Dayton Molendorp
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James Yang
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David Weisenburger
Senior Vice President, Chief Investment Officer
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Adam Sherman
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Steve Johnson
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Karin Sarratt
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