Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® Email & Phone Number
@brightonjones.com
1 phone found area 778
LinkedIn matched
Who is Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®? Overview
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Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® is listed as Advisor at Brighton Jones at Brighton Jones, a company with 119 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at brightonjones.com, phone signal with area code 778, and a matched LinkedIn profile for Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®.
Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® previously worked as Advisor at Brighton Jones and Financial Advisor at Blueshore Financial. Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® holds Master'S Degree, Master Of Science In Finance from Beedie School Of Business At Simon Fraser University.
Email format at Brighton Jones
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AeroLeads found 1 current-domain work email signal for Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®. Compare company email patterns before reaching out.
About Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®
A dedicated advisor with significant experience in the financial services industry, who is committed to professional development and lifelong learning.
Listed skills include Microsoft Office, Microsoft Excel, Communication, Teamwork, and 12 others.
Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®'s current company
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Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
- Proactively managed clients' relationship as a strategic planner to enhance their financial wellness and rebalanced clients’ portfolio through annual review on their financial plan progress
- Utilized comprehensive financial planning tool (Naviplan) to analyze clients’ unique circumstances and collaboratively delivered financial recommendations tailored to clients specific needs
Advisory Associate
- Supported Financial Advisor and provided expertise in dealing with high-net-worth clients, each with specific needs and circumstances requiring a unique financial analysis and plan to meet their short-term and.
Senior Financial Services Representative, Small Business
- Provided personal and small business clients relevant insights and sound advice with credit and investment solutions
- Acted as a back-up manager and a point of contact for the frontline staff
Financial Services Representative
- Evaluated clients financial status for credit application with completion of all required documents
- Leveraged credit and investment solutions to create positive client experience to retain and deepen relationships
Fixed Income Portfolio Manager (Volunteer)
- Analyzed data and created Fixed Income Portfolio from Bloomberg Terminals
- Performed researches on interest rate market conditions to analyze current yield movement and made transaction decisions on the Fixed Income Portfolio of the $15 million student run endowment fund
Colleagues at Brighton Jones
Other employees you can reach at brightonjones.com. View company contacts for 119 employees →
Kristine Mchugh, Cfp®
Colleague at Brighton Jones
Seattle, Washington, United States, United States
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DL
David Lamp, Cfp®
Colleague at Brighton Jones
Seattle, Washington, United States, United States
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MB
Margaret Baty
Colleague at Brighton Jones
San Francisco, California, United States, United States
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LT
Laura Tarbutton
Colleague at Brighton Jones
Seattle, Washington, United States, United States
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SG
Selam Gurmu
Colleague at Brighton Jones
Greater Seattle Area, United States
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RA
Reid Adamson
Colleague at Brighton Jones
Sammamish, Washington, United States, United States
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KH
Kiley Hein
Colleague at Brighton Jones
Scottsdale, Arizona, United States, United States
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CB
Calley Bjorkman
Colleague at Brighton Jones
Seattle, Washington, United States, United States
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MM
Myles Mcmanus, Cfp®
Colleague at Brighton Jones
Dallas, Texas, United States, United States
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HY
Hannah Y.
Colleague at Brighton Jones
Washington, District Of Columbia, United States, United States
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Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® education
Master'S Degree, Master Of Science In Finance
Bachelor'S Degree, Telecommunications Engineering, Beng. B+
Frequently asked questions about Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®
Quick answers generated from the profile data available on this page.
What company does Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® work for?
Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® works for Brighton Jones.
What is Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®'s role at Brighton Jones?
Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® is listed as Advisor at Brighton Jones at Brighton Jones.
What is Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®'s email address?
AeroLeads has found 1 work email signal at @brightonjones.com for Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® at Brighton Jones.
What is Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 778 for Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® at Brighton Jones.
Where is Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® based?
Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® is based in Seattle, Washington, United States while working with Brighton Jones.
What companies has Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® worked for?
Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® has worked for Brighton Jones, Blueshore Financial, Cibc, and Student Investment Advisory Service (Sias).
Who are Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®'s colleagues at Brighton Jones?
Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®'s colleagues at Brighton Jones include Kristine Mchugh, Cfp®, David Lamp, Cfp®, Margaret Baty, Laura Tarbutton, and Selam Gurmu.
How can I contact Nicole (Shenyan) Gu, Msc, Cfp®, Cfa®?
You can use AeroLeads to view verified contact signals for Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® at Brighton Jones, including work email, phone, and LinkedIn data when available.
What schools did Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® attend?
Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® holds Master'S Degree, Master Of Science In Finance from Beedie School Of Business At Simon Fraser University.
What skills is Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® known for?
Nicole (Shenyan) Gu, Msc, Cfp®, Cfa® is listed with skills including Microsoft Office, Microsoft Excel, Communication, Teamwork, C++, Public Speaking, Investments, and Financial Modeling.
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