Anna Lee
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Anna Lee Email & Phone Number

Equity Research IDP Associate @ Columbia Threadneedle at Columbia Threadneedle Investments, US
Location: Boston, Massachusetts, United States 8 work roles 4 schools
1 work email found @envestnet.com 1 phone found area 844 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email a****@envestnet.com
Direct phone (844) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Equity Research IDP Associate @ Columbia Threadneedle
Location
Boston, Massachusetts, United States
Company size

Who is Anna Lee? Overview

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Quick answer

Anna Lee is listed as Equity Research IDP Associate @ Columbia Threadneedle at Columbia Threadneedle Investments, US, a with 2448 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at envestnet.com, phone signal with area code 844, and a matched LinkedIn profile for Anna Lee.

Anna Lee previously worked as Investments Development Program Associate at Columbia Threadneedle Investments, Us and Varsity Women's Squash at Vassar College. Anna Lee holds Bachelor'S Degree, Economics from Vassar College.

Company email context

Email format at Columbia Threadneedle Investments, US

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{first}.{last}@envestnet.com
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AeroLeads found 1 current-domain work email signal for Anna Lee. Compare company email patterns before reaching out.

Profile bio

About Anna Lee

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!

Listed skills include Leadership, Python, Teamwork, Writing, and 12 others.

Current workplace

Anna Lee's current company

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Columbia Threadneedle Investments, US
Columbia Threadneedle Investments, Us
Equity Research IDP Associate @ Columbia Threadneedle
Boston, Massachusetts, United States
Employees
2448
AeroLeads page
8 roles

Anna Lee work experience

A career timeline built from the work history available for this profile.

Varsity Women'S Squash

Poughkeepsie, 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

Aug 2020 - Jul 2024

Thompson Bartlett Economics Fellow

Poughkeepsie, New York, Us

I was selected to be one of the five Thompson Bartlett Economics fellows for the 2022 - 2023 academic year.

May 2023 - Jun 2024

Student Athletic Advisory Committee

Poughkeepsie, 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.

Aug 2022 - Jun 2024

Rise Leadership Academy

Poughkeepsie, 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.

Aug 2020 - Jun 2024

Fadt Summer Analyst

New 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

Jun 2023 - Aug 2023

Portfolio Administration Intern

Berwyn, 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.

Jun 2022 - Aug 2022
Team & coworkers

Colleagues at Columbia Threadneedle Investments, US

Other employees you can reach at columbiathreadneedle.com. View company contacts for 2448 employees →

4 education records

Anna Lee education

Bachelor'S Degree, Economics

Vassar College

Philosophy, Politics, And Economics (Ppe)

University Of Oxford

Education record

Envestnet Institute On Campus Program

High School Diploma, General Studies

The Episcopal Academy
FAQ

Frequently asked questions about Anna Lee

Quick answers generated from the profile data available on this page.

What company does Anna Lee work for?

Anna Lee works for Columbia Threadneedle Investments, US.

What is Anna Lee's role at Columbia Threadneedle Investments, US?

Anna Lee is listed as Equity Research IDP Associate @ Columbia Threadneedle at Columbia Threadneedle Investments, US.

What is Anna Lee's email address?

AeroLeads has found 1 work email signal at @envestnet.com for Anna Lee at Columbia Threadneedle Investments, US.

What is Anna Lee's phone number?

AeroLeads has found 1 phone signal(s) with area code 844 for Anna Lee at Columbia Threadneedle Investments, US.

Where is Anna Lee based?

Anna Lee is based in Boston, Massachusetts, United States while working with Columbia Threadneedle Investments, US.

What companies has Anna Lee worked for?

Anna Lee has worked for Columbia Threadneedle Investments, Us, Vassar College, Jpmorgan Chase & Co., and Envestnet, Inc.

Who are Anna Lee's colleagues at Columbia Threadneedle Investments, US?

Anna Lee's colleagues at Columbia Threadneedle Investments, US include Michael Matarazzo, Bob Ernst, John Mccolley, John Perry, Cima®, and Ryan Faria.

How can I contact Anna Lee?

You can use AeroLeads to view verified contact signals for Anna Lee at Columbia Threadneedle Investments, US, including work email, phone, and LinkedIn data when available.

What schools did Anna Lee attend?

Anna Lee holds Bachelor'S Degree, Economics from Vassar College.

What skills is Anna Lee known for?

Anna Lee is listed with skills including Leadership, Python, Teamwork, Writing, Data Analysis, Analytical Skills, Rstudio, and Microsoft Office.

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