Steven Guan's Email & Phone Number
Steven Guan's Work Experience
Tri-Force Insurance Solutions
January 2019 to Present
June 2020 to Present
October 2019 to January 2020
June 2018 to December 2018
United Financial Network (UFN)
Life Insurance Agent
August 2016 to June 2018
Wells Fargo NA
Investment Consultant/Premier Banker
November 2009 to January 2014
Wells Fargo NA
October 2008 to November 2009
Coldwell Banker DCP and Associates
Realtor Associate and Assistant to Vice President
November 2004 to December 2008
Wells Fargo NA
Customer Service Rep
June 2007 to October 2008
Korean American Women Artists and Writers Association
September 2002 to October 2004
About Steven Guan's Current CompanyTri-Force Insurance Solutions
Frequently Asked Questions about Steven Guan
What company does Steven Guan work for?
Steven Guan works for Tri-Force Insurance Solutions
What is Steven Guan's role at Tri-Force Insurance Solutions?
Steven Guan is Insurance Advisor
What is Steven Guan's business email address?
Steven Guan's business email address is steven.guan@***.***
What is Steven Guan's Phone Number?
Steven Guan's phone (**) *** *** 152
What industry does Steven Guan work in?
Steven Guan works in the Financial Services industry.
About Steven Guan
💼 Past Experience
Steven Guan majored in Commerce and Business Administration at the University of Nevada, Las Vegas. He began his career as an insurance advisor and worked in the mortgage industry. After two years in this role, he returned to the insurance industry and started his own company. He worked in a variety of positions with companies, including personal banker and investment adviser. In his final role, he worked as a program coordinator for the Korean American Women Artists and Writers Association.Steven Guan has several years of experience working in the fields of financial services, insurance, and mortgage. He is currently a personal banker at Wells Fargo NA, and has worked in a number of different roles at the bank. He is also a financial advisor at Amplify Life Insurance, where he is responsible for providing insurance and financial advice to customers. He also has experience as an investment consultant/premier banker at Wells Fargo NA.Steven Guan has a further degree in Management from the University of Nevada, Las Vegas. He began his career in management with Tri-Force Insurance Solutions, and has since worked in several different roles with the company. He is currently a program coordinator for the Korean American Women Artists and Writers Association.
💡 Technical & Interpersonal Skills
Steven Guan is a technical skilled banker. Guan has experience working in small business lending, series 7, consumer lending, mortgage lending, credit, commercial lending, banking, wealth management, series 66, portfolio management, sales, investments, and loan origination. Guan is also familiar with Microsoft Office and management. Guan has worked with Wells Fargo since October 2008. He is a personal Banker at Wells Fargo NA, worked with Amplify Life Insurance since January 2020, and has also been a Financial Advisor at Northwestern Mutual since June 2018. He is also a Life Insurance Agent at United Financial Network (UFN) from August 2016 to June 2018. Guan is also an Investment Consultant/Premier Banker at Wells Fargo NA from November 2009 to January 2014. He has experience working with Korean American Women Artists and Writers Association from September 2002 to October 2004.
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In a nutshell
Steven Guan's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
2 year(s), 0 month(s)
Steven Guan's Willingness to Change Jobs
Open to opportunity?
There's 97% chance that Steven Guan is seeking for new opportunities