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Bruce Lan Email & Phone Number
Senior ESOP Administration Consultant I
at
Blue Ridge Associates
1 work email found
@ambroseadvisors.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior ESOP Administration Consultant I
Location
Los Angeles Metropolitan Area, United States
Company size
Who is Bruce Lan? Overview
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Quick answer
Bruce Lan is listed as Senior ESOP Administration Consultant I at Blue Ridge Associates, a with 115 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at ambroseadvisors.com and a matched LinkedIn profile for Bruce Lan.
Bruce Lan previously worked as Supervisor at Ambroseadvisors and Senior Plan Administrator at Ambroseadvisors. Bruce Lan holds Master Of Business Administration (Mba), Business Administration And Management, General from University Of Missouri-Saint Louis.
Company email context
Email format at Blue Ridge Associates
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{first_initial}{last}@ambroseadvisors.com
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AeroLeads found 1 current-domain work email signal for Bruce Lan. Compare company email patterns before reaching out.
Profile bio
About Bruce Lan
Multilingual and licensed financial professionals with 6+ years of comprehensive expertise in providing excellent client service. A team player with strong problem solving skill and great attention to details.
Listed skills include Microsoft Word, Microsoft Excel, Powerpoint, Outlook, and 7 others.
Current workplace
Bruce Lan's current company
Company context helps verify the profile and gives searchers a useful next step.
Blue Ridge Associates
8 roles
Bruce Lan work experience
A career timeline built from the work history available for this profile.
Supervisor
• Conducted benefits-related calculations and analysis including reviewed and determined employee eligibility for plan participation, performed non-discrimination testing, calculated employer contribution, and reconciled plan transactions• Prepared financial statements, employer management reports and participant benefit statements, and retirement plan tax form filings• Coordinated with trustees, auditors, accountants, and other professionals to provide verified and compiled data for administration of benefits• Served as a liaison between participants and the employers to handle or facilitate benefit distribution requests• Ensured retirement plans were administered in accordance with company, state, and federal guidelines and regulations
Senior Plan Administrator
Dec 2021 - Dec 2022
Plan Administrator
Dec 2016 - Dec 2021
Branch Service Associate - Trade & Processing Specialist
• Monitored and processed risk-related items in a timely manner for Orange County Complex of 6 branches. • Processed cash management duties involving daily deposits, margin calls and cash debit.• Generated branch daily reports and daily summaries before closing.
Jul 2015 - Mar 2016
Client Service Associate
• Provided advisory support and developed appropriate financial plans for $400 million managed assets and $2.5 million annual production team.• Collaborated closely with financial advisors, operation teams, and banking service teams to develop appropriate financial plans for clients.• Coordinated client meetings, business development seminars, and complex travel plans.
Jun 2014 - Jul 2015
Securities Operations Service Specialist Ii - Credit/Margin Department
• Provided financial advisors with policy details and company procedures. Ensured all problem accounts were resolved in a timely manner. • Provided support to branches with account questions, inquiries, and transactions; researched and provided solutions to issues escalated by branches/other departments. • Supervised work queues for a region of 60+ branches and ensured these requests were completed within departments' service level agreement. • Completed team projects of reviewing policies and procedures; training new employees.
Feb 2010 - Mar 2014
Asian-Pacific Associate
• Provides excellent customer service regarding account inquiries.• Delivered stock quotes and news to account holders.• Assisted associates completing account maintenance projects. • Reviewed new account holder applications.
Apr 2009 - Dec 2009
Team & coworkers
Colleagues at Blue Ridge Associates
Other employees you can reach at tsc401k.com. View company contacts for 115 employees →
MK
Martha Kennedy
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
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TC
Tyler Chicos
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
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JG
James Geehan
Colleague at Blue Ridge AssociatesGreater Minneapolis-St. Paul Area, United States
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JS
Jill Schiffler
Colleague at Blue Ridge AssociatesUnited States
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SR
Scott Rogneby, Aif, Crps, C(K)P
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
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MC
Madison Crothers
Colleague at Blue Ridge AssociatesGreater Minneapolis-St. Paul Area, United States
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GG
Greg Gerten
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
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BD
Briana Dexter
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
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PS
Patty Stavlo
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
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CT
Colton Tarter
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
View →
Martha Kennedy
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
View →
TC
Tyler Chicos
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
View →
JG
James Geehan
Colleague at Blue Ridge AssociatesGreater Minneapolis-St. Paul Area, United States
View →
JS
Jill Schiffler
Colleague at Blue Ridge AssociatesUnited States
View →
SR
Scott Rogneby, Aif, Crps, C(K)P
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
View →
MC
Madison Crothers
Colleague at Blue Ridge AssociatesGreater Minneapolis-St. Paul Area, United States
View →
GG
Greg Gerten
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
View →
BD
Briana Dexter
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
View →
PS
Patty Stavlo
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
View →
CT
Colton Tarter
Colleague at Blue Ridge AssociatesMinneapolis, Minnesota, United States
View →
3 education records
Bruce Lan education
Master Of Business Administration (Mba), Business Administration And Management, General
University Of Missouri-Saint Louis
Graduate Certificate In Logistics And Supply Chain Management, Logistics, Materials, And Supply Chain Management
University Of Missouri-Saint Louis
Bachelor'S Degree, Finance, General
Ming Chuan University
FAQ
Frequently asked questions about Bruce Lan
Quick answers generated from the profile data available on this page.
What company does Bruce Lan work for?
Bruce Lan works for Blue Ridge Associates.
What is Bruce Lan's role at Blue Ridge Associates?
Bruce Lan is listed as Senior ESOP Administration Consultant I at Blue Ridge Associates.
What is Bruce Lan's email address?
AeroLeads has found 1 work email signal at @ambroseadvisors.com for Bruce Lan at Blue Ridge Associates.
Where is Bruce Lan based?
Bruce Lan is based in Los Angeles Metropolitan Area, United States while working with Blue Ridge Associates.
What companies has Bruce Lan worked for?
Bruce Lan has worked for Blue Ridge Associates, Ambroseadvisors, Ubs Financial Services Inc., Wells Fargo Advisors, and Scottrade.
Who are Bruce Lan's colleagues at Blue Ridge Associates?
Bruce Lan's colleagues at Blue Ridge Associates include Martha Kennedy, Tyler Chicos, James Geehan, Jill Schiffler, and Scott Rogneby, Aif, Crps, C(K)P.
How can I contact Bruce Lan?
You can use AeroLeads to view verified contact signals for Bruce Lan at Blue Ridge Associates, including work email, phone, and LinkedIn data when available.
What schools did Bruce Lan attend?
Bruce Lan holds Master Of Business Administration (Mba), Business Administration And Management, General from University Of Missouri-Saint Louis.
What skills is Bruce Lan known for?
Bruce Lan is listed with skills including Microsoft Word, Microsoft Excel, Powerpoint, Outlook, Microsoft Office, Finance, Customer Service, and Financial Services.
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