Lead Investment Research Analyst, Gmr
Wells Fargo Investment Institute, Inc.
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Allison Lee Email & Phone Number
Lead Investment Research Analyst, GMR
at
WELLS FARGO INVESTMENT INSTITUTE, INC.
1 work email found
@wellsfargoadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Lead Investment Research Analyst, GMR
Location
St Louis, Missouri, United States
Who is Allison Lee? Overview
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Quick answer
Allison Lee is listed as Lead Investment Research Analyst, GMR at WELLS FARGO INVESTMENT INSTITUTE, INC., based in St Louis, Missouri, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Allison Lee.
Allison Lee previously worked as Lead Investment Research Analyst Wells Fargo Investment Institute at Wells Fargo and Senior Portfolio Strategy & Alignment Consultant at Wells Fargo Advisors. Allison Lee holds Mba, Finance from William & Mary – Raymond A. Mason School Of Business.
Company email context
Email format at WELLS FARGO INVESTMENT INSTITUTE, INC.
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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Allison Lee. Compare company email patterns before reaching out.
Profile bio
About Allison Lee
Allison Lee is a Lead Investment Research Analyst, GMR at WELLS FARGO INVESTMENT INSTITUTE, INC.. She possess expertise in portfolio management, investments, fixed income, series 7, risk management and 8 more skills.
Listed skills include Portfolio Management, Investments, Fixed Income, Series 7, and 9 others.
Current workplace
Allison Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
Wells Fargo Investment Institute, Inc.
AeroLeads page
12 roles
Allison Lee work experience
A career timeline built from the work history available for this profile.
Lead Investment Research Analyst Wells Fargo Investment Institute
Lead Investment Research Analyst, Gmr
Wells Fargo Investment Institute, Inc.
Senior Portfolio Strategy & Alignment Consultant
Jun 2019 - Aug 2022
Operational Risk Consultant, Governance & Product Controls Within Products & Advice
Apr 2015 - Jun 2019
Municipal Fixed Income Portfolio Manager
Jan 2011 - Apr 2015
Apr 2009 - Dec 2010
Operations Process Manager
Oct 2008 - Jan 2009
Investment Advisory Manager
Jan 2008 - Oct 2008
Chief Admin Officer - Retail Fixed Income Trading
19 mos in this position, previously in the Internal Review group within Internal Controls
Aug 2004 - Dec 2007
Fixed Income Portfolio Manager
With my boss ran the firm's Fixed Income book of business
Nov 2001 - Aug 2004
Asst Portfolio Manager
Several positions Portfolio Ops & Info Analyst then promoted to Investment Analyst and then promoted to Asst Portfolio Manager
Oct 1997 - Nov 2001
2 education records
Allison Lee education
Mba, Finance
Ba, Communications
FAQ
Frequently asked questions about Allison Lee
Quick answers generated from the profile data available on this page.
What company does Allison Lee work for?
Allison Lee works for WELLS FARGO INVESTMENT INSTITUTE, INC..
What is Allison Lee's role at WELLS FARGO INVESTMENT INSTITUTE, INC.?
Allison Lee is listed as Lead Investment Research Analyst, GMR at WELLS FARGO INVESTMENT INSTITUTE, INC..
What is Allison Lee's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Allison Lee at WELLS FARGO INVESTMENT INSTITUTE, INC..
Where is Allison Lee based?
Allison Lee is based in St Louis, Missouri, United States while working with WELLS FARGO INVESTMENT INSTITUTE, INC..
What companies has Allison Lee worked for?
Allison Lee has worked for Wells Fargo Investment Institute, Inc., Wells Fargo, Wells Fargo Advisors, Edelman Financial Services, and Heritage Wealth Advisors.
How can I contact Allison Lee?
You can use AeroLeads to view verified contact signals for Allison Lee at WELLS FARGO INVESTMENT INSTITUTE, INC., including work email, phone, and LinkedIn data when available.
What schools did Allison Lee attend?
Allison Lee holds Mba, Finance from William & Mary – Raymond A. Mason School Of Business.
What skills is Allison Lee known for?
Allison Lee is listed with skills including Portfolio Management, Investments, Fixed Income, Series 7, Risk Management, Asset Management, Investment Advisory, and Compliance.
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