Allison Lee

Allison Lee Email and Phone Number

Lead Investment Research Analyst Wells Fargo Investment Institute @ Wells Fargo
St Louis, MO
Allison Lee's Location
St Louis, Missouri, United States, United States
Allison Lee's Contact Details

Allison Lee work email

Allison Lee personal email

n/a
About Allison Lee

Allison Lee is a Lead Investment Research Analyst Wells Fargo Investment Institute at Wells Fargo. She possess expertise in portfolio management, investments, fixed income, series 7, risk management and 8 more skills.

Allison Lee's Current Company Details
Wells Fargo

Wells Fargo

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Lead Investment Research Analyst Wells Fargo Investment Institute
St Louis, MO
Website:
wellsfargo.com
Employees:
205138
Allison Lee Work Experience Details
  • Wells Fargo
    Lead Investment Research Analyst Wells Fargo Investment Institute
    Wells Fargo
    St Louis, Mo
    View
  • Wells Fargo Investment Institute, Inc.
    Lead Investment Research Analyst, Gmr
    Wells Fargo Investment Institute, Inc. Sep 2022 - Present
    St Louis, Missouri, United States
  • Wells Fargo Advisors
    Senior Portfolio Strategy & Alignment Consultant
    Wells Fargo Advisors Jun 2019 - Aug 2022
    Greater St. Louis Area
    View
  • Wells Fargo Advisors
    Operational Risk Consultant, Governance & Product Controls Within Products & Advice
    Wells Fargo Advisors Apr 2015 - Jun 2019
    Greater St. Louis Area
    View
  • Wells Fargo Advisors
    Municipal Fixed Income Portfolio Manager
    Wells Fargo Advisors Jan 2011 - Apr 2015
    View
  • Wells Fargo Advisors
    Sr Compliance Consultant
    Wells Fargo Advisors Apr 2009 - Dec 2010
    Advisory Products and Services
    View
  • Edelman Financial Services
    Operations Process Manager
    Edelman Financial Services Oct 2008 - Jan 2009
    View
  • Heritage Wealth Advisors
    Investment Advisory Manager
    Heritage Wealth Advisors Jan 2008 - Oct 2008
    View
  • Wachovia Securities
    Chief Admin Officer - Retail Fixed Income Trading
    Wachovia Securities Aug 2004 - Dec 2007
    19 mos in this position, previously in the Internal Review group within Internal Controls
    View
  • Columbia Partners
    Fixed Income Portfolio Manager
    Columbia Partners Nov 2001 - Aug 2004
    With my boss ran the firm's Fixed Income book of business
    View
  • Anthem (Formerly Trigon)
    Asst Portfolio Manager
    Anthem (Formerly Trigon) Oct 1997 - Nov 2001
    Several positions Portfolio Ops & Info Analyst then promoted to Investment Analyst and then promoted to Asst Portfolio Manager
    View

Allison Lee Skills

Portfolio Management Investments Fixed Income Series 7 Risk Management Asset Management Investment Advisory Compliance Analysis Series 65 Series 63 Cfa Series 24

Allison Lee Education Details

Frequently Asked Questions about Allison Lee

What company does Allison Lee work for?

Allison Lee works for Wells Fargo

What is Allison Lee's role at the current company?

Allison Lee's current role is Lead Investment Research Analyst Wells Fargo Investment Institute.

What is Allison Lee's email address?

Allison Lee's email address is al****@****ors.com

What schools did Allison Lee attend?

Allison Lee attended William & Mary – Raymond A. Mason School Of Business, University Of Virginia.

What skills is Allison Lee known for?

Allison Lee has skills like Portfolio Management, Investments, Fixed Income, Series 7, Risk Management, Asset Management, Investment Advisory, Compliance, Analysis, Series 65, Series 63, Cfa.

Who are Allison Lee's colleagues?

Allison Lee's colleagues are Carol Stone, J.r. White, James Garofalo, Marilyn Doran, Yadhunandana Lakshmana, Raychel Champion, Terry Aguilar.

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