Lelian Solip

Investment Advisor Representative with Transamerica Financial Advisors, LLC

Role
Marketing Director at World Financial Group (WFG)
Location
Seattle, WA, US
LinkedIn followers
500 followers
Advertising & MarketingView LinkedIn profile

About Lelian Solip

I consider myself incredibly fortunate to be a fiduciary and a securities-licensed investment advisor representative. This role is something I am truly passionate about because I love helping others uncover what they don’t know they don’t know in order to pursue their financial goals. I take pride in customizing strategies to help people pursue their unique financial objectives.The services I offer include Investment Advisory, Retirement Income Strategies, Business Protection Strategies, Insurance Protection, and College Funding.Before transitioning into financial services, I spent my career in marketing. I’m currently recruiting for individuals interested in pivoting into the financial services industry, so feel free to message me if you’re even remotely curious about making the switch!I’m highly ethical and genuinely happy to help others.

Experience

  1. Marketing Director

    World Financial Group (WFG)

    May 2020 — Present · Seattle, WA, US

Education

  • Western Michigan University - Haworth College of Business

    Bachelor of Business Administration (B.B.A.), Finance, General

  • Western Michigan University - Haworth College of Business

    Master of Business Administration (M.B.A.), Marketing

Skills

  • Advertising
  • Budgets
  • Total Quality Management
  • Program Management
  • Direct Marketing
  • Web Analytics
  • Integrated Marketing
  • Market Planning
  • Project Management
  • Email Marketing
  • Clicktale
  • Positioning
  • Strategy
  • Customer Insight
  • Analytics
  • Marketing Research
  • Branding
  • Business-to-Business (B2b)
  • Channel Strategy
  • Adobe Analytics
  • Digital Marketing
  • Business Analysis
  • Crm
  • Project Planning
  • Market Research
  • Product Marketing
  • Microsoft Excel
  • Product Launch
  • Process Improvement
  • Segmentation
  • Communication
  • Media Planning
  • Pricing Analysis
  • Strategic Planning
  • Marketing
  • Microsoft Project
  • Microsoft Visio
  • Mobile Marketing
  • Energy
  • Customer Service

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Lelian Solip — Marketing Director at World Financial Group (WFG) in Seattle, WA, US | Unifers