Phillip Lin Email & Phone Number
Manager @ Bernstein Private Wealth Management
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Phillip Lin Location
- Kirkland, WA, US
Phillip Lin Work
- 2024 -now Manager @
- 2023 -2023 Senior Associate @
- 2021 -2023 Associate @
- 2016 -2021 Franchisee Business Consultant @
- 2013 -2016 Field Consultant @
- 2012 -2013 Senior Project Manager @ KiArba
- 2011 -2011 Financial Adviser @
- 2010 -2011 Payroll Auditor @
- 2009 -2011 Teller @
- 2009 -2009 Business Operations Manager @ Umbrella Internet Marketing LLC
- 2006 -2009 Assistant Manager @ Cell Town
Phillip Lin Education
- University of Washington
Economics (Economics)
2005-2010
Phillip Lin Skills
- Customer Experience
- Auditing
- Demographics
- PowerPoint
- Banking
- Web Marketing
- Art
- Accounting
- Pensions
- Quarter
- Economics
- Public Speaking
- Preferences
- Payments
- Insurance
- Retail
- Distribution Strategies
- Crd
- Infrastructure
- Churn
- Sales
- Wells Fargo
- Customer Retention
- Tax
- Sourcing
- System
- Investments
- Communication
- Cell
- Business Development
- Seattle
- Vendor Management
- Market Penetration
- Finance
- Government Documents
- LIN
- Materials
- Referrals
- Sales Management
- Compliance
- Privacy Law
- Operations
- Wealth Management
- Umbrella Insurance
- Operational Efficiency
- Uniform Combined State Law
- Towns
- FINRA
- Strategic Financial Planning
- Technical Teams
- Marketing
- Rate
- Bank Deposits
- Affluent
- Microsoft Excel
- Checks
- Training
- New Business Development
- Time Management
- Horizon
- Customer Service
- Disability Insurance
- Financial Analysis
- Wow
- Cashiering
- Merrill Lynch
- Distribution Center Operations
- Contractual Agreements
- Management
- Revenue
- Hurdles
- Research
- Risk
- Security
- Marketing Strategy
- Depository
- CRM
- Series 7
- Data Mining
Phillip Lin Summary
- Phillip Lin, based in Kirkland, WA, US, is currently a Manager at Bernstein Private Wealth Management. Phillip Lin brings experience from previous roles at Bernstein Private Wealth Management, 7-Eleven and Kumon. Phillip Lin holds a 2005 - 2010 Economics in Economics @ University of Washington. With a robust skill set that includes Customer Experience, Auditing, Demographics, PowerPoint, Banking and more. Phillip Lin has 2 emails and 2 mobile phone numbers on RocketReach.
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