Wilson Lea's Location
Los Angeles, California, United States
Wilson Lea's Work
- Financial Planner @ Lincoln Financial Network
- Sales Support Supervisor @ DWS Group
- Internship @ Merrill Lynch
Wilson Lea's Education
- University of California, Los Angeles
Bachelor of Arts (Economics)
1993 - 1998
Wilson Lea's Skills
- Sales Support Tools
- Microsoft Office
- Microsoft Excel
- Wealth Management
- Matlab
- Sales Management
- Salesforce.com
- Client Relationships
- Protection Planning
- Sales Operations
Wilson Lea's Summary
Wilson Lea, based in Los Angeles, California, United States, is currently a Financial Planner at Lincoln Financial Network, bringing experience from previous roles at DWS Investments and Merrill Lynch. Wilson Lea holds a 1993 - 1998 Bachelor of Arts in Economics @ University of California, Los Angeles. With a robust skill set that includes Sales Support Tools, Microsoft Office, Microsoft Excel, Wealth Management, Matlab and more, Wilson Lea contributes valuable insights to the industry. Wilson Lea has 1 email on RocketReach.
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