Senior Registered Client Service Associate
Current
Dec 2017 - Present
AeroLeads people directory · profile
Anna Lee Email & Phone Number
Senior Registered Client Service Associate at Alex. Brown, a Division of Raymond James
at
Alex. Brown, a Division of Raymond James
1 work email found
@alex-brown.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Registered Client Service Associate at Alex. Brown, a Division of Raymond James
Location
San Francisco, California, United States
Company size
Who is Anna Lee? Overview
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Quick answer
Anna Lee is listed as Senior Registered Client Service Associate at Alex. Brown, a Division of Raymond James at Alex. Brown, a Division of Raymond James, a company with 365 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at alex-brown.com and a matched LinkedIn profile for Anna Lee.
Anna Lee previously worked as Senior Registered Client Service Associate at Alex. Brown, A Division Of Raymond James and Senior Registered Client Associate at Wells Fargo Advisors. Anna Lee holds Bs, Finance from California State University, Stanislaus.
Company email context
Email format at Alex. Brown, a Division of Raymond James
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{first}.{last}@alex-brown.com
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Profile bio
About Anna Lee
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Alex Brown - A Division of Raymond James, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Current workplace
Anna Lee's current company
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Alex. Brown, A Division Of Raymond James
7 roles
Anna Lee work experience
A career timeline built from the work history available for this profile.
Senior Registered Client Associate
Nov 2012 - Dec 2017
Feb 2010 - Aug 2010
Fixed Income Purchase & Sales Representative
Performed advanced support functions for Fixed Income Salespeople by assisting with their customers in all aspects of their business. Assisted salespeople with daily activities relative to trading, problem resolution, and trading reports. Acted as a liaison between internal clients such as branch offices and external companies such as Goldman Sachs.
Aug 2007 - Nov 2008
Insurance And Annuities Sales Support
Provided senior level support to 12 Life and Annuity Sales Representatives and performed a wide variety of duties service and administration of all new applications and ensured approval from underwriting from Great West Life and Nationwide for the variable and Symetra for the fixed.
Jul 2003 - Aug 2007
Gain Loss Production
Dec 1998 - Jul 2003
Transfer Of Account Specialist
Provided client services including: building and managing client relations, performing extensive research regarding financial documentation, and consulting and partnering with up to 50 external companies such as Merrill Lynch and Goldman Sachs. Worked in the Retail Clearing Department and with hundreds of branch offices nationwide.
Dec 1994 - Dec 1998
Team & coworkers
Colleagues at Alex. Brown, a Division of Raymond James
Other employees you can reach at alex-brown.com. View company contacts for 365 employees →
DS
Dener Souza
Colleague at Alex. Brown, A Division Of Raymond JamesMiami, Florida, United States, United States
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HG
Houston Garrison, Aams™, Crpc™
Colleague at Alex. Brown, A Division Of Raymond JamesCentreville, Virginia, United States, United States
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KC
Kelia Coffey
Colleague at Alex. Brown, A Division Of Raymond JamesGreensboro--Winston-Salem--High Point Area, United States
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EV
Emmarose Van Der Veen
Colleague at Alex. Brown, A Division Of Raymond JamesWashington, District Of Columbia, United States, United States
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JL
John L. Kelly, Aif®
Colleague at Alex. Brown, A Division Of Raymond JamesBaltimore City County, Maryland, United States, United States
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CC
Charles Corpening Aif® Cpfa®
Colleague at Alex. Brown, A Division Of Raymond JamesWinston-Salem, North Carolina, United States, United States
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JG
Julia Griffenkranz
Colleague at Alex. Brown, A Division Of Raymond JamesPhiladelphia, Pennsylvania, United States, United States
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TM
Tracy Mcmahon
Colleague at Alex. Brown, A Division Of Raymond JamesPortland, Maine Metropolitan Area, United States
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MI
Michael Iaquinta
Colleague at Alex. Brown, A Division Of Raymond JamesNew York City Metropolitan Area, United States
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MD
Max Diaz
Colleague at Alex. Brown, A Division Of Raymond JamesMiami, Florida, United States, United States
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Dener Souza
Colleague at Alex. Brown, A Division Of Raymond JamesMiami, Florida, United States, United States
View →
HG
Houston Garrison, Aams™, Crpc™
Colleague at Alex. Brown, A Division Of Raymond JamesCentreville, Virginia, United States, United States
View →
KC
Kelia Coffey
Colleague at Alex. Brown, A Division Of Raymond JamesGreensboro--Winston-Salem--High Point Area, United States
View →
EV
Emmarose Van Der Veen
Colleague at Alex. Brown, A Division Of Raymond JamesWashington, District Of Columbia, United States, United States
View →
JL
John L. Kelly, Aif®
Colleague at Alex. Brown, A Division Of Raymond JamesBaltimore City County, Maryland, United States, United States
View →
CC
Charles Corpening Aif® Cpfa®
Colleague at Alex. Brown, A Division Of Raymond JamesWinston-Salem, North Carolina, United States, United States
View →
JG
Julia Griffenkranz
Colleague at Alex. Brown, A Division Of Raymond JamesPhiladelphia, Pennsylvania, United States, United States
View →
TM
Tracy Mcmahon
Colleague at Alex. Brown, A Division Of Raymond JamesPortland, Maine Metropolitan Area, United States
View →
MI
Michael Iaquinta
Colleague at Alex. Brown, A Division Of Raymond JamesNew York City Metropolitan Area, United States
View →
MD
Max Diaz
Colleague at Alex. Brown, A Division Of Raymond JamesMiami, Florida, United States, United States
View →
1 education record
Anna Lee education
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 Alex. Brown, a Division of Raymond James.
What is Anna Lee's role at Alex. Brown, a Division of Raymond James?
Anna Lee is listed as Senior Registered Client Service Associate at Alex. Brown, a Division of Raymond James at Alex. Brown, a Division of Raymond James.
What is Anna Lee's email address?
AeroLeads has found 1 work email signal at @alex-brown.com for Anna Lee at Alex. Brown, a Division of Raymond James.
Where is Anna Lee based?
Anna Lee is based in San Francisco, California, United States while working with Alex. Brown, a Division of Raymond James.
What companies has Anna Lee worked for?
Anna Lee has worked for Alex. Brown, A Division Of Raymond James, Wells Fargo Advisors, Blackrock, and Charles Schwab.
Who are Anna Lee's colleagues at Alex. Brown, a Division of Raymond James?
Anna Lee's colleagues at Alex. Brown, a Division of Raymond James include Dener Souza, Houston Garrison, Aams™, Crpc™, Kelia Coffey, Emmarose Van Der Veen, and John L. Kelly, Aif®.
How can I contact Anna Lee?
You can use AeroLeads to view verified contact signals for Anna Lee at Alex. Brown, a Division of Raymond James, including work email, phone, and LinkedIn data when available.
What schools did Anna Lee attend?
Anna Lee holds Bs, Finance from California State University, Stanislaus.
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