Nancy Lai

Nancy Lai

Wealth Planner | Vancouver, Washington, United States

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Work Experience

BlueShore Financial

Manager Financial Service

2023-09-01 — Present

Vancity

Wealth Planner

2022-01-01 — 2023-09-01

BlueShore Financial

Commercial Compliance Associate

2021-03-01 — 2022-01-01

BlueShore Financial

Financial Service Associate III

2018-04-01 — 2022-01-01

BlueShore Financial

Advisory Associate

2011-04-01 — 2018-01-01

Skills

financial planning investment & wealth management services life health insurance business banking banks & credit unions financial services

Languages

English