Jerrick Lien is a registered associate and financial advisor at Morgan Stanley, where responsibilities include providing financial services since January 2021. Prior to this role, Jerrick served as a brokerage associate at Wells Fargo Advisors from February 2019 to January 2021, focusing on personal financial consulting and loan processing. Jerrick has extensive experience at Wells Fargo from August 2016 to January 2021, holding various positions including premier banker and personal banker, where duties encompassed customer account reviews, sales referrals, and transaction processing. Jerrick obtained a Bachelor of Science in Accounting from San Jose State University (2015-2017) and completed high school education in Control Engineering at Nei-Hu Vocational High School (2009-2012).
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