na****@bl****.com &
+1604982****
Nancy Lai
Wealth Planner | Vancouver, Washington, United States
*50 free lookup(s) per month.
No credit card required.
Not the Nancy Lai you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
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 — 2018-01-01Skills
financial planning
investment & wealth management services
life
health insurance
business banking
banks & credit unions
financial services
Languages
English