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Brian Lee

CEO & President @Massmutual Pacific

Pasadena, CA, US
EMAILS
b•••@massmutual.com
MOBILE NUMBERS
+16•••••••05

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WORK HISTORY

Jun 2012 — Present

CEO & President @Massmutual Pacific

We\'re looking for a wide array of individuals who come from many backgrounds and life experiences. Our dedication to diversity allows us to better serve our customers and community around us.

EDUCATION

1992 — 1993

University of Missouri Trulaske College of Business

Bachelor's Degree, Finance

1993 — 1995

Truman State University

Bachelor's Degree, Finance

SKILLS

Mutual FundsLong Term Care InsuranceDisability InsuranceSeries 7Life InsuranceRetirement PlanningEquitiesEmployee BenefitsIrasFinancial ServicesFixed AnnuitiesRetirementStrategic Financial PlanningWealth ManagementSeries 6Insurance401kInvestmentsEstate PlanningSeries 63Long-Term Care

ABOUT BRIAN LEE

I offer total financial needs analysis through a network of experienced professionals with expertise in- Advisory services- Retirement analysis and programs- Estate strategies- Employee benefit and retention services- Business continuation strategies- Trust servicesAlong with a team of professionals, I offer guidance to my clients to help them reach their financial goals.I am licensed to sell insurance in: CA [CA Insurance License Number 0B79899] and securities in: CA. I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC Supervisory address: 1045 W Huntington Dr, Suite 200, Arcadia, CA 91••••••••00.MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual.CRN20••••••••03Specialties: I am looking to recruit successful individuals with an excellent work ethic and the desire to build a successful career.

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