Joann Lee

Financial Representative

Role: Financial Professional at New York Life
Location: San Jose, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Joann Lee

As a Financial Solutions Advisor II- Assistant Vice President, I serve as the primary…

Experience

Financial Professional
New York Life
Feb 2024 — Present · San Jose, CA, US
Agent specializing in protection, accumulation, and preservation strategies, helping clients reach their financial goalsLicensed to sell insurance through New York Life Insurance Company. My California Insurance license number is 43•••06My Texas Insurance license number is 31•••99Email: y••••••@ft.newyorklife.com

Education

Branham High School
High School Diploma
University of California, Berkeley
Political Economy, Business, Management, Marketing and Related Support Services
2016 — 2020

Contact information

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•••••@nyl.co
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Current company

New York Life

Financial Services · 38K employees · New York, New York, United States

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia

nyl.co

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About Joann Lee

Experience

Financial Professional

Education

Branham High School

University of California, Berkeley

Find verified contacts for anyone on LinkedIn