Steven Guan's Email & Phone Number

💼 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.