Sam Lau
Managing Director @Sagient | BFA™
- Role
- Managing Director at MassMutual
- Location
- South Pasadena, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Sam Lau
With over two decades of experience in financial services, currently serving as Sales…
Experience
Managing Director
May 2015 — Present · San Marino, CA, US
Education
California State University, Fullerton
Bachelor of Business Administration (BBA), Finance
2000 — 2003
Skills
- Financial Services
- Investment Advisory
- Wealth Management
- Financial Analysis
- Relationship Management
- Financial Planning
- Securities
- Estate Planning
- Retirement Planning
- Management
- Series 7
- Investments
- Financial Advisory
- Portfolio Management
- Asset Management
- Asset Allocation
- Mutual Funds
- Risk Management
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