AeroLeads people directory · profile
Anna Lee Email & Phone Number
Equity Research IDP Associate @ Columbia Threadneedle
at
Columbia Threadneedle Investments, US
1 work email found
@envestnet.com
1 phone found area 844
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
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
Company context helps verify the profile and gives searchers a useful next step.
Columbia Threadneedle Investments, Us
8 roles
Anna Lee work experience
A career timeline built from the work history available for this profile.
Investments Development Program Associate
CurrentEquity Research Associate
Jun 2024 - Present
Varsity Women'S Squash
· 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
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
· 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
· 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
• 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
· 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 →
ER
Emmanuella Renelique Saintil
Colleague at Columbia Threadneedle Investments, UsBoston, Massachusetts, United States
View →
KC
Kari Clifford
Colleague at Columbia Threadneedle Investments, UsPortland, Oregon Metropolitan Area, United States
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SE
Stephen Eng
Colleague at Columbia Threadneedle Investments, UsQuincy, Massachusetts, United States
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LR
Lauren Rochon
Colleague at Columbia Threadneedle Investments, UsUnited States
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MB
Michael Barclay, Cfa
Colleague at Columbia Threadneedle Investments, UsBoston, Massachusetts, United States
View →
DM
Daniel M. Milligan, Cfa, Caia
Colleague at Columbia Threadneedle Investments, UsBoston, Massachusetts, United States
View →
CS
Charles Strack Csm, Pmp
Colleague at Columbia Threadneedle Investments, UsGreater Minneapolis-St. Paul Area, United States
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RH
Rebecca Herndon
Colleague at Columbia Threadneedle Investments, UsTaunton, Massachusetts, United States
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RD
Ryan Doyle
Colleague at Columbia Threadneedle Investments, UsAtlanta, Georgia, United States
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DK
David Kleiman
Colleague at Columbia Threadneedle Investments, UsVoorhees, New Jersey, United States
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Emmanuella Renelique Saintil
Colleague at Columbia Threadneedle Investments, UsBoston, Massachusetts, United States
View →
KC
Kari Clifford
Colleague at Columbia Threadneedle Investments, UsPortland, Oregon Metropolitan Area, United States
View →
SE
Stephen Eng
Colleague at Columbia Threadneedle Investments, UsQuincy, Massachusetts, United States
View →
LR
Lauren Rochon
Colleague at Columbia Threadneedle Investments, UsUnited States
View →
MB
Michael Barclay, Cfa
Colleague at Columbia Threadneedle Investments, UsBoston, Massachusetts, United States
View →
DM
Daniel M. Milligan, Cfa, Caia
Colleague at Columbia Threadneedle Investments, UsBoston, Massachusetts, United States
View →
CS
Charles Strack Csm, Pmp
Colleague at Columbia Threadneedle Investments, UsGreater Minneapolis-St. Paul Area, United States
View →
RH
Rebecca Herndon
Colleague at Columbia Threadneedle Investments, UsTaunton, Massachusetts, United States
View →
RD
Ryan Doyle
Colleague at Columbia Threadneedle Investments, UsAtlanta, Georgia, United States
View →
DK
David Kleiman
Colleague at Columbia Threadneedle Investments, UsVoorhees, New Jersey, United States
View →
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 Emmanuella Renelique Saintil, Kari Clifford, Stephen Eng, Lauren Rochon, and Michael Barclay, Cfa.
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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