While he stood out at an early age for his talent in investment banking, Nelson Lee didn't feel satisfied to continue his climb up the traditional finance industry path.Pacific Wealth SolutionsBelow, he shares exactly how he did it, including a three-step approach for how others can attempt the same level of success.
The story starts back in 2010. After studying business economics at UC Irvine, Lee was tapped for an analyst internship at a global financial services firm in New York, which he describes as a"great base of education" that would later help him launch his own company in the finance industry. During the dedicated learning program, Lee learned the basics about everything from wealth management and Bloomberg operations to market analysis and client interactions.
Lee identified the insurance industry as the right place to test-drive some of his insights, and spent the next 3.5 years in business development at the life-insurance and wealth management company Northwestern Mutual. After developing a new execution method for premium financing in the insurance industry, Lee's work began to gain more attention within financial services circles.
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