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
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
Marketing Director
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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