Brian Cha
Financial Advisor at Prudential
- Role
- Financial Advisor at Prudential Financial
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
Sep 2016 — Present
Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
Education
Goucher College
Business Administration, Economics, International Business, Africana studies
Skills
- Event Planning
- Microsoft Word
- Teaching
- Powerpoint
- Microsoft Excel
- Public Speaking
- Editing
- Social Networking
- Microsoft Office
- Social Media
- Research
- Teamwork
- Fundraising
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