Role and Company
Senior Marketing Director, Investment Advisor Representative, Transamerica Financial Advisors
Expertise
5 years experience in financial services
Location
Carlsbad, CA
About Li
I have a diverse background - Ph.D. degree from USC, Sales/Marketing/Business/M&A experience in major biotechnology companies, and now, a financial educator with three offices (Carlsbad, Chula Vista and Murrieta), helping families in Greater San Diego and beyond, teach them the tools as well as mentality to take control of their budgets and building wealth with products from the best companies in the industry! For the right individual, I also teach and mentor them on how to build a strong business servicing others.
Li has volunteered to be available for private messages. Feel free to send a conversational message but remember to be succinct and mindful of the other person’s time.
Message Li
Li's Recent Answers
8 years ago
Transitioning from Project Management to Management Consulting
Hi Alton,
Thanks for your service.
Like any corporate job, it's much easier if you have a connection within the...
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9 years ago
Becoming an Internal Wholesaler at a fund in Southern California, any advice?
Hi TJ,
Are you still looking for career opportunities in San Diego area? If so, let me know, we are...
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9 years ago
Second Language?
Hi Travis,
How are you doing? If you need to find someone near San Diego to practice Chinese or expand...
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9 years ago
Resume critique and LinkedIn profile review
Hi Norman,
Are you still looking for career opportunities near San Diego?
All the best,
Li
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9 years ago
employment in San Diego Ca
Are you still looking for career opportunities? We are looking for good people...
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