Richard Lee, MSCS, MDRT

Director of Fixed Annuity | Fixed Index Annuity at TransGlobal Holding Co.美國泛宇集團
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Contact Information
us****@****om
(386) 825-5501
Location
Rancho Cucamonga, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Taiwanese Native or bilingual proficiency
  • Japanese Elementary proficiency
  • Chinese Native or bilingual proficiency

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Credentials

  • Life, Accident and Health Agent
    California Department of Insurance
    Dec, 2018
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Fixed Annuity | Fixed Index Annuity
      • Apr 2023 - Present

    • Annuity Manager
      • Mar 2022 - Present

    • Annuity Specialist
      • Feb 2019 - Present

    • United States
    • Retail Office Equipment
    • 1 - 100 Employee
    • Business Consultant
      • Jan 2019 - Present

    • Business Manager
      • 2009 - Present

      2009-2019 Business Manager, LUX Specialty Tapes, Rancho Cucamonga, CA Start a Brand New DBA from a Business Plan Responsible on Importing, Marketing, Financing, Sales, Forecasting, and Warehousing Reached the Planned Target on the First Fiscal Year, 2010 The Sales Increased 26% on the Second Fiscal Year, 2011 The Sales Increased 51% on the Third Fiscal Year, 2012 The Sales Increased 63% on the Fifth Fiscal Year , 2014 The Sales Increased 20% on the Seventy Fiscal Year, 2016 The Sales Increased 50% on the Ninth Fiscal Year , 2018 Show less

  • Richard Lee Photography
    • Inland Empire, CA
    • Lead Photographer
      • 2012 - Present

    • United States
    • Photography
    • 700 & Above Employee
    • Contributor
      • 2015 - Present

    • United States
    • Plastics Manufacturing
    • 1 - 100 Employee
    • Sales Manager
      • Jan 2002 - Jun 2008

      2005-2008 Sales Manager, V. Himark USA Inc., Arcadia, CA  Designed & Implemented New Company Incentive Programs  Marketing Plan/Design Advertisement/Determine Marketing Tools  Trade Show Planning/Set up/Design Booth & Trade Show Art  Handling Human Resource of Sales Department  Inventing Sales/Customer Service Training/Evaluation Package  Maintaining Computer System and Network  Lead Company Sales in 2005 from 3.4 Millions to 5.1 Millions  Successfully Defending Industry Recession in 2007 and 2008 2002-2005 Technical Sales, V. Himark USA Inc., Arcadia, CA  Responsible for $40,000 Sales, 1.3% of Total Company Sales in 2003  Improved to $650,000 Sales, 19% in 2004.  Promoted to Sales Manager in May 2005 2002-2002 Computer and Machinery Technician, V. Himark USA Inc., Arcadia, CA  Set up the Operating System and Intranet for the Company  Maintained and Repaired the Converting Machinery in Warehouse  Promoted to Technical Sales in November 2002 Show less

Education

  • Azusa Pacific University
    Master's degree, Computer Systems Networking and Telecommunications
    2000 - 2002
  • Azusa Pacific University
    Bachelor's degree, Management Information Systems, General
    1997 - 2000

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