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Kelli Lem Phones & Addresses

  • Chico, CA
  • Henderson, NV
  • Marina del Rey, CA
  • 1419 Peerless Pl APT 209, Los Angeles, CA 90035
  • Encino, CA
  • Chino, CA
  • Woodland Hills, CA
  • Torrance, CA
  • San Diego, CA

Work

Company: Capitas financial May 2009 to Nov 2012 Address: Woodland Hills, CA Position: Associate director of national accounts

Education

Degree: CFP/MBA School / High School: California Lutheran University 2011 to 2013 Specialities: Finance

Skills

Life Insurance • Series 7 • Retirement • Disability Insurance • Retirement Planning • Securities • Wealth Management • Long Term Care • Fixed Annuities • Estate Planning • Strategic Financial Planning • Wealth • Insurance • 401K • Asset Allocation • Business Planning • Financial Advisory • Mutual Funds • Financial Planning • Marketing • Microsoft Office • Public Speaking • Customer Service • Leadership

Industries

Medical Practice

Resumes

Resumes

Kelli Lem Photo 1

Physician Assistant

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Location:
2989 Marble Stone Ave, Henderson, NV
Industry:
Medical Practice
Work:
Capitas Financial - Woodland Hills, CA May 2009 - Nov 2012
Associate Director of National Accounts

Entrepreneurial Management Center Nov 2007 - May 2009
Programs Assistant
Education:
California Lutheran University 2011 - 2013
CFP/MBA, Finance
San Diego State University-California State University 2007 - 2009
Bachelor of Science, Business Management
Skills:
Life Insurance
Series 7
Retirement
Disability Insurance
Retirement Planning
Securities
Wealth Management
Long Term Care
Fixed Annuities
Estate Planning
Strategic Financial Planning
Wealth
Insurance
401K
Asset Allocation
Business Planning
Financial Advisory
Mutual Funds
Financial Planning
Marketing
Microsoft Office
Public Speaking
Customer Service
Leadership
Kelli N Lem from Chico, CA, age ~38 Get Report