Simon Ye Email & Phone Number
LPL Financial Advisor @ LPL Financial
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Simon Ye Location
- Sacramento, CA, US
Simon Ye Work
- LPL Financial Advisor @ (February 2021 - Present)
- LPL Financial Advisor @ Golden 1 Investment Services (February 2021 - Present)
- Financial Service Representative II @ Golden 1 Investment Services (October 2019 - February 2021)
- Chamber Member @ Greater Arden Chamber of Commerce (May 2019 - February 2021)
- Chapter Treasury @ (March 2019 - October 2019)
- Registered Investment Advisor @ (November 2018 - October 2019)
- Owner @ Graduation Customization Sashes (December 2016 - October 2018)
- Store Operations Manager @ (June 2018 - September 2018)
- Assistant Manager @ (June 2017 - June 2018)
- Sales Associate @ (August 2015 - August 2016)
- Sales and Management Intern @ (May 2015 - August 2015)
- Brand Ambassador @ (February 2016 - February 2016)
- Student Technology Consultant @ (September 2015 - January 2016)
- Bus Boy @ Jasmine Tea House (June 2013 - August 2013)
Simon Ye Education
- University of California, Merced
Bachelor’s Degree (Business management and Economics)
2013-2017 - Università Bocconi
Finance (General)
2016-2017
Simon Ye Skills
- Always striving to exceed sales and retail goals.
- Bilingual- Mandarin and English, full fluency.
- College Funding Strategies
- Comfortable in interacting with customers, managers, and corporate representat
- Communication
- Customer Service
- Economics
- Entrepreneurship
- Excellent organizations skills, detail oriented, meticulous and punctual.
- Financial Planning
- Financial Services
- Insurance Planning
- Investment Management
- Knowledge of Microsoft: Word, PowerPoint, basic Excel, and Publisher, Social M
- Leadership
- Life & Health Insurance Licenses
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Networking
- Organization Skills
- PowerPoint
- Problem Solving
- Proficient in customer service, inventory, and retail sales.
- Proficient in market research and the gaming industry.
- Retail
- Retirement Planning
- SIE
- Sales
- Savings
- Series 6
- Small Business
- Social Media
- Start-ups
- Teamwork
- Training
Simon Ye Summary
- Simon Ye, based in Sacramento, CA, US, is currently a LPL Financial Advisor at LPL Financial. Simon Ye brings experience from previous roles at Golden 1 Investment Services, Greater Arden Chamber of Commerce and BNI Central Valley. Simon Ye holds a 2013 - 2017 Bachelor’s Degree in Business management and Economics @ University of California, Merced. With a robust skill set that includes Always striving to exceed sales and retail goals., Bilingual- Mandarin and English, full fluency., College Funding Strategies, Comfortable in interacting with customers, managers, and corporate representat, Communication and more. Simon Ye has 1 emails and 1 mobile phone numbers on RocketReach.
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