Brian Sung
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Brian Sung Email & Phone Number

Global Suitability Data and Reporting Specialist at Fisher Investments
Location: Vancouver, Washington, United States 8 work roles 3 schools
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Current company
Role
Global Suitability Data and Reporting Specialist
Location
Vancouver, Washington, United States
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Who is Brian Sung? Overview

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Brian Sung is listed as Global Suitability Data and Reporting Specialist at Fisher Investments, a company with 5129 employees, based in Vancouver, Washington, United States. AeroLeads shows a matched LinkedIn profile for Brian Sung.

Brian Sung previously worked as Portfolio Evaluation Associate at Fisher Investments and British Parliamentary Assistant Coach at Willamette University College Of Law. Brian Sung holds Bachelor Of Business Administration, Finance, General, Magna Cum Laude from Pacific Lutheran University - School Of Business.

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Fisher Investments

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About Brian Sung

Brian Sung graduated magna cum laude with his undergraduate degrees in Finance and Economics with minors in Data Science and Statistics. After receiving 10 Dean's Lists, completion of PLU's International Honors program + Development Economics tutorial @ the University of Oxford, and various on and off campus achievements in the CFA Equity Research Challenge, DECA, and Collegiate British Parliamentary debate, Brian has accepted a position with the Portfolio Evaluation Group @ Fisher Investments to continue his work with wealth management services and quantitative applications.

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Fisher Investments
Fisher Investments
Global Suitability Data and Reporting Specialist
Vancouver, WA, US
Employees
5129
AeroLeads page
8 roles

Brian Sung work experience

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Portfolio Evaluation Associate

Current

Camas, Washington, United States

Jul 2024 - Present

British Parliamentary Assistant Coach

Current

Salem, Oregon, United States

Day to day responsibility includes:- Adjudicating practice rounds with detailed, custom feedback per individual- Producing briefs on a wide variety of topics (economics, domestic politics, international relations, social movements, etc.)- 1:1 meeting times to work on a variety of argumentative devices and/or knowledge base

Jun 2024 - Present

Elementary Debate Instructor

Greater Seattle Area

Mentored 30+ elementary students in the foundational concepts of persuasion and argumentation through multi-learning mediums (visual, audio, hands-on) and active conversations. Day to day duties include:- Provide custom constructive, detailed feedback that is digestible for each student and their parents.- Facilitate practice debate rounds and mental.

Jan 2024 - Jul 2024

U.S. Institutional Sales

Seattle, Washington, United States

  • Collaborated on multi-team projects to respond to Request for Proposals (RFPs) through preparing and reviewing financial data in excel and information for accuracy. Gained a deep understanding of the value add from.
  • Led Russell Investments’ volunteer efforts with local non-profit, Mary’s Place, to donate $10,000 and over 200 school supplies and establish best practices for future intern cohorts.
  • Built an excel search engine to grab summarized financial data with user intuition and accessibility as a priority.
  • Compared and verified performance of current subsegments of clients against external universe of org-specific client returns.
Jun 2023 - Sep 2023

Geek Squad Consultation Agent

Puyallup, Washington, United States

Jun 2022 - Jun 2023

Residential Assistant

Parkland, Washington, United States

A First Year Residential Assistant (FYRA) creates an inclusive residential community for incoming college students, a "home away from home." This position requires the individual to have the leadership and genuine passion to create fellowship among residents during their transition to independence and increased academic intensity. Through a two week.

Aug 2021 - May 2023

Office Assistant

Tacoma, Washington, United States

- Assisted in the university's audit process by cleaning and helping the accountants prepare data and documents- Undertook a financial analysis to evaluate and assess PLU's financial health through different metrics (ROE, signs of liquidation, etc.)- Upgraded the office's excel templates for more efficient record keeping

Sep 2020 - May 2022
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Colleagues at Fisher Investments

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3 education records

Brian Sung education

Bachelor Of Business Administration, Finance, General, Magna Cum Laude

Activities and Societies: Founder & President @ PLU DECA: State Champion and 3 times Top 10 National Finalist in Hotel & Tourism.

Development Economics And International Development, Upper Second

Completed the January tutorial on Urban Development with Dr. Rakib Akhtar covering the idea of development, development with different.

FAQ

Frequently asked questions about Brian Sung

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What company does Brian Sung work for?

Brian Sung works for Fisher Investments.

What is Brian Sung's role at Fisher Investments?

Brian Sung is listed as Global Suitability Data and Reporting Specialist at Fisher Investments.

Where is Brian Sung based?

Brian Sung is based in Vancouver, Washington, United States while working with Fisher Investments.

What companies has Brian Sung worked for?

Brian Sung has worked for Fisher Investments, Willamette University College Of Law, Climb The Mountain Speech And Debate Foundation, Russell Investments, and Best Buy.

Who are Brian Sung's colleagues at Fisher Investments?

Brian Sung's colleagues at Fisher Investments include John Ertter, Anthony Kaskurs, Jacob Berrey, Fabian Mills, and Rachel Barbour.

How can I contact Brian Sung?

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What schools did Brian Sung attend?

Brian Sung holds Bachelor Of Business Administration, Finance, General, Magna Cum Laude from Pacific Lutheran University - School Of Business.

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