Thuy le Email & Phone Number
Financial Advisor @ 1847Financial
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Thuy le Location
- Tampa, FL, US
Thuy le Work
- 2016 -now Financial Advisor @
- 2011 -2016 Registered Representative and Financial Services Professional @
- 2001 -2002 President and CEO @ Ivoda Corp
- 1999 -2000 Content Web Hosting Manager @
- 1991 -1999 Senior Systems Manager @ BellSouth & AT&T Paradyne
- 1985 -1991 System Engineer @
Thuy le Education
- Everest University
MBA (Theory and application of financial, business, leadership, and management principles)
2002-2004 - University of Minnesota
Bachelor's Degree (Computer Science)
1981-1985 - University of Minnesota
Bachelor's degree (Computer Science)
- University of Minnesota
Thuy le Skills
- FINRA Uniform Combined State Law Exam (Series 66)
- FINRA General Securities Representative (Series 6)
- FINRA General Securities Representative (Series 7)
- Insurance Licensed
- Series 66
- Investments
- Portfolio Management
- Life and Disability Income Insurance Needs
- Retirement Products and Services
- Wealth Accumulation
- Pension, profit sharing and 401(k) plans
- Business Solutions Planning
- Asset Allocation
- Risk Management
- Estate Planning
- Leadership
- Telecommunications Engineering
- Information Technology
- Employee Benefit and Retention Services
- Fixed Annuities
- Insurance
- Retirement Planning
- Start Ups
- Annuities
- Strategic Planning
- Strategy
- Financial Services
- General Securities Registered Representative
- Strategic Financial Planning
- Entrepreneurship
- Estate Strategies
- Cross Functional Team Leadership
- Long Term Care
- Financial Analysis
- Disability Insurance
- College Funding Strategies
- Project Management
- Business Continuation Strategies
- Retirement
- Business Continuity Planning
- Trust Services
Thuy le Summary
- Thuy le, based in Tampa, FL, US, is currently a Financial Advisor at 1847Financial. Thuy le brings experience from previous roles at Levin Financial Group, Ivoda Corp, IBM and BellSouth & AT&T Paradyne. Thuy le holds a 2002 - 2004 MBA in Theory and application of financial, business, leadership, and management principles @ Everest University. With a robust skill set that includes FINRA Uniform Combined State Law Exam (Series 66), FINRA General Securities Representative (Series 6), FINRA General Securities Representative (Series 7), Insurance Licensed, Series 66 and more. Thuy le has 2 emails and 3 mobile phone numbers on RocketReach.
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