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Bob Min Email & Phone Number
Trusted Advisor | Personal and Business Financial Specialist | Business Development & Management Executive
at
Solutions Wealth Management, Inc.
1 work email found
@bbsi.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Trusted Advisor | Personal and Business Financial Specialist | Business Development & Management Executive
Location
San Jose, California, United States
Company size
Who is Bob Min? Overview
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Quick answer
Bob Min is listed as Trusted Advisor | Personal and Business Financial Specialist | Business Development & Management Executive at Solutions Wealth Management, Inc., a company with 37 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at bbsi.com and a matched LinkedIn profile for Bob Min.
Bob Min previously worked as Financial Advisor at Solutions Wealth Management, Inc. and Investment Advisor Representative at Massmutual. Bob Min holds Mba, Business from University Of Nebraska At Omaha.
Company email context
Email format at Solutions Wealth Management, Inc.
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{first}.{last}@bbsi.com
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Profile bio
About Bob Min
My life journey is rich with diverse experiences and a strong commitment to service and helping others. From my upbringing in Taiwan to serving in the US Army as an Officer in Desert Storm, to my varied career paths, I am fortunate to bring a wealth of expertise and a compassionate approach to my work - and to you. As a commercial banker, franchise business owner, sales trainer, trusted advisor, and now a financial advisor, I’ve gained a broad understanding of financial matters and business dynamics. My philosophy is centered on caring for my clients--and leveraging lifelong and varied experiences to benefit them - demonstrating a genuine dedication to their well-being.As a financial advisor, I remain a steadfast ally to those in need. Whether strategizing with a business owner to unlock new avenues of revenue or safeguarding a family's future with the right financial investments, my commitment to their well-being knows no bounds.As an American, a patriot, and a disciple of Jesus, I have a deep-seated belief in the power of service and compassion. It's not just about what you do; it's about who you are—a compassionate soul driven by an unwavering desire to make a positive impact in the lives of others.
Listed skills include Sales, Sales Management, Business Development, Team Building, and 25 others.
Current workplace
Bob Min's current company
Company context helps verify the profile and gives searchers a useful next step.
Solutions Wealth Management, Inc.
9 roles
Bob Min work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Solutions Wealth Management, Inc.
Nov 2024 - Present
Investment Advisor Representative
As a trusted advisor, I offer guidance and answers to questions regarding life, health, and disability insurance products and information regarding retirement and tax planning. I am a licensed, certified agent who can give financial advice and help individuals manage their money.
Jan 2024 - Nov 2024
Client Business Partner
- At BBSI, my role revolves around managing client accounts with a focus on selling Professional Employer Organization (PEO) services. This includes a suite of services like Business Development consulting, payroll, HR.
- Achieved sales close ratio exceeding 75% post-initial discovery meetings, demonstrating exceptional sales acumen and client engagement skills.
- Established trusted advisor status with over 65 companies, creating strong, personalized bonds with client owners and families through effective strategic planning and dedicated service.
- Achieved over 93% annual renewal rate in client negotiations at BBSI, leading portfolio in profitability, ranking consistently highest or second highest.
- Developed effective "Elevator Pitch" at BBSI, enhancing team's referral acquisition; surpassed annual goal with average 15 referrals, converting 8-10 successfully.
- Maintained lowest turnover rate among units at BBSI branch, cultivated team of expert consultants in HR, Risk, and Payroll, widely sought for advice and expertise.
Oct 2016 - Nov 2023
Owner/Coach
Silicon Valley Sandler Training
- As a Franchise Owner at Sandler Training, I specialized in sales training and sales management training consulting, mainly targeting small and medium-sized businesses. Here's an insight into my role and.
- Improved closing ratio from 25% to nearly 50% within 6 months.
- Attained notable milestone by generating over $50K in sales within single month, recognition awarded by Franchise.
- Excelled in engaging and securing contracts with business owners, effectively aligning sales training services with strategic plans and sales team objectives.
Jan 2013 - Oct 2016
Commercial Loan Officer
Responsible for selling to midsize to large commercial clients. Products and services include loans from $500k to $10 million, Cash Management Products as well as consulting on personal banking products such as wealth management and mortgages.
Sep 2011 - Dec 2012
Vp, Commercial Banker
Specialized in Healthcare practices and managed a portfolio of clients. Reponsible for sales to new relationships with businesses with annual sales in excess of $2 million.
Apr 2007 - Jul 2011
Business Banking Relationship Manager
Sep 2005 - Mar 2007
Vp
First National Bank Of Omaha
Dec 1991 - Mar 2005
2 education records
Bob Min education
Mba, Business
University Of Nebraska At Omaha
Associate'S Degree, Clinical Laboratory Science/Medical Technology/Technologist
Community College Of The Air Force
FAQ
Frequently asked questions about Bob Min
Quick answers generated from the profile data available on this page.
What company does Bob Min work for?
Bob Min works for Solutions Wealth Management, Inc..
What is Bob Min's role at Solutions Wealth Management, Inc.?
Bob Min is listed as Trusted Advisor | Personal and Business Financial Specialist | Business Development & Management Executive at Solutions Wealth Management, Inc..
What is Bob Min's email address?
AeroLeads has found 1 work email signal at @bbsi.com for Bob Min at Solutions Wealth Management, Inc..
Where is Bob Min based?
Bob Min is based in San Jose, California, United States while working with Solutions Wealth Management, Inc..
What companies has Bob Min worked for?
Bob Min has worked for Solutions Wealth Management, Inc., Massmutual, Bbsi, Silicon Valley Sandler Training, and Cathay Bank.
How can I contact Bob Min?
You can use AeroLeads to view verified contact signals for Bob Min at Solutions Wealth Management, Inc., including work email, phone, and LinkedIn data when available.
What schools did Bob Min attend?
Bob Min holds Mba, Business from University Of Nebraska At Omaha.
What skills is Bob Min known for?
Bob Min is listed with skills including Sales, Sales Management, Business Development, Team Building, Portfolio Management, New Business Development, Relationship Management, and Management.
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