P.q. le

P.Q. LE has extensive experience in the financial services industry. Starting in 2006, they worked at AXA Advisors, LLC as a Vice President and Financial Advisor. In 2009, they joined Ameriprise Financial Services, Inc. as a Financial Advisor before transitioning to Penn Mutual, where they served as a Managing Director until 2013. At Penn Mutual, P.Q. LE provided a range of financial services to small corporations, business owners, and affluent individuals. From 2013 to 2020, they worked at Prudential Financial, first as a Financial Planner at Pruco Securities, LLC and later as a Manager of Financial Services at The Prudential Insurance Company of America. In these roles, they developed relationships with business leaders, trained and mentored financial professionals, and assisted clients with financial planning. Most recently, P.Q. LE was the Managing Partner at Providential Legacy Group from 2020 to 2022, where they built a business offering financial strategies to individuals and businesses. They are currently the Managing Director for North Star Resource Group, focusing on recruiting and mentoring advisors and enhancing financial literacy.

P.Q. LE's education history begins in 2013 when they obtained a certification in Chartered Financial Consultant (ChFC®) and Certified Life Underwriter (CLU®) from The American College of Financial Services. The specific field of study for this certification is not mentioned.

After that, P.Q. LE attended the Crummer Graduate School of Business at Rollins College, where they pursued an Executive MBA degree. Their field of study in this program was International Business and Finance. The exact years of their enrollment and completion are not provided.

Additionally, P.Q. LE obtained a certification from The Wharton School in the Wharton Retirement Planning Program. Their field of study for this certification was Wealth Management, although the duration of this program is not specified.

Lastly, P.Q. LE completed a Bachelor of Science (BS) degree in Mechanical & Manufacturing Engineering from the University of Tennessee, Knoxville. No specific years are provided for this educational experience.