Anna Lee Email and Phone Number
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I am a driven and highly motivated individual who recently graduated from Vassar College with a degree Economics and minors in International Politics and Greek and Roman Studies. I am currently in the Investments Leadership Development Program at Columbia Threadneedle where I am an Equity Research Associate. Please reach out if you would like to get in contact!
Columbia Threadneedle Investments, Us
View- Website:
- columbiathreadneedle.com
- Employees:
- 2448
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Columbia Threadneedle Investments, UsBoston, Massachusetts, United States
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Investments Development Program AssociateColumbia Threadneedle Investments, Us Jun 2024 - PresentBoston, Massachusetts, UsEquity Research Associate -
Varsity Women'S SquashVassar College Aug 2020 - Jul 2024Poughkeepsie, New York, Us· 4 Year Varsity Member and 2 Year Team Captain· Matthew Vassar Outstanding Career Nominee, Liberty League First Team, CSA Squash Scholar Athlete, Liberty League All-Academic Team x4 -
Thompson Bartlett Economics FellowVassar College May 2023 - Jun 2024Poughkeepsie, New York, UsI was selected to be one of the five Thompson Bartlett Economics fellows for the 2022 - 2023 academic year.
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Student Athletic Advisory CommitteeVassar College Aug 2022 - Jun 2024Poughkeepsie, New York, Us· Women's Squash Team Representative· Serves as a liaison between athletes and the athletic department, Vassar College's administration, and the NCAA.
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Rise Leadership AcademyVassar College Aug 2020 - Jun 2024Poughkeepsie, New York, Us· Invited to participate in this leading program as a Division III Varsity Squash Athlete.· Actively participating in leadership development where I found personal mastery through strengths training, conflict resolution, and emotional intelligence education. · Engaging in conversations to make the athletics space as inclusive to possible.
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Fadt Summer AnalystJpmorgan Chase & Co. Jun 2023 - Aug 2023New York, Ny, Us• Conducted primary research to determine penetration rates of competitors with the goal of doubling the number of clients and personal advisors; presented findings to JPMC Wealth Management leadership including Executive Directors, VPs, and Managers• Researched innovative strategies concerning innovation within consumer banking in order to encourage young financial advisors to adopt and retain new clientele. • Received qualification and dedicated ~80 hours of studying for the FINRA Securities Industry Essentials Exam license. Exam is precursor to Series 7 and Series 63.• Received return offer based on performance evaluation -
Portfolio Administration InternEnvestnet, Inc Jun 2022 - Aug 2022Berwyn, Pennsylvania, Us· Interned at Envestnet, a leading financial technology company focusing on promoting the Intelligent Financial Life.· Overhauled and created a new way to manage and track implicit ownership debits.· Working with a group of interns to create forward thinking solutions to problems proposed by the executive team.
Anna Lee Skills
Anna Lee Education Details
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Vassar CollegeEconomics -
University Of OxfordAnd Economics (Ppe)
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Envestnet Institute On Campus Program
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The Episcopal AcademyGeneral Studies
Frequently Asked Questions about Anna Lee
What company does Anna Lee work for?
Anna Lee works for Columbia Threadneedle Investments, Us
What is Anna Lee's role at the current company?
Anna Lee's current role is Equity Research IDP Associate @ Columbia Threadneedle.
What is Anna Lee's email address?
Anna Lee's email address is an****@****net.com
What is Anna Lee's direct phone number?
Anna Lee's direct phone number is (844) 773*****
What schools did Anna Lee attend?
Anna Lee attended Vassar College, University Of Oxford, Envestnet Institute On Campus Program, The Episcopal Academy.
What skills is Anna Lee known for?
Anna Lee has skills like Leadership, Python, Teamwork, Writing, Data Analysis, Analytical Skills, Rstudio, Microsoft Office, Research, Communication, Microsoft Excel, Problem Solving.
Who are Anna Lee's colleagues?
Anna Lee's colleagues are Tom Bloomer, Cfp®, Caia, Ngaru N., Nathaniel Thompson, Cima®, Michael Laskin, Cheryl Perez, Jenna Hache, Kay Bertholdt.
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