Audrey Lee-Gulotty
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Audrey Lee-Gulotty Email & Phone Number

Financial Professional at Thoroughbred Advisors
Location: Albany, New York Metropolitan Area, United States 14 work roles 1 school
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Current company
Role
Financial Professional
Location
Albany, New York Metropolitan Area, United States
Company size

Who is Audrey Lee-Gulotty? Overview

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Quick answer

Audrey Lee-Gulotty is listed as Financial Professional at Thoroughbred Advisors, a company with 64 employees, based in Albany, New York Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Audrey Lee-Gulotty.

Audrey Lee-Gulotty previously worked as Financial Strategist at Thoroughbred Advisors and Financial Services Professional at Thoroughbred Advisors. Audrey Lee-Gulotty holds Bs, Marketing/Marketing Management, General from Syracuse University - Martin J. Whitman School Of Management.

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Thoroughbred Advisors

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Profile bio

About Audrey Lee-Gulotty

Having honed a unique blend of financial acumen and linguistic dexterity, my role at Thoroughbred Advisors is focused on superior client relationship management and leveraging my bilingual capabilities to navigate diverse demographic markets. My recent transition back into financial services complements over a decade of experience as an entrepreneur, where I mastered the nuances of Mandarin Chinese and English, driving growth and fostering cross-cultural understanding.At the heart of my professional journey lies a commitment to understanding client needs and translating these insights into actionable strategies. My expertise in fostering and developing client relationships is central to delivering customized solutions that resonate with my clients in this complex global marketplace. With every interaction, I aim to embody the values of integrity and innovation, ensuring that my contributions are both impactful and sustainable in helping them reach their financial goals.

Listed skills include Management, Cross Functional Team Leadership, Operations Management, Marketing, and 19 others.

Current workplace

Audrey Lee-Gulotty's current company

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Thoroughbred Advisors
Thoroughbred Advisors
Financial Professional
Albany, NY, US
Employees
64
AeroLeads page
14 roles

Audrey Lee-Gulotty work experience

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

Financial Services Professional

Current

Latham, New York, United States

Offering a personalized approach to providing customized solutions and services tailored to each client’s long term financial goals and objectives in the areas of: financial planning, investment management, retirement planning, life insurance, and estate planning; providing needs-based analyses to help ensure the clients' financial goals are met at every.

Jun 2024 - Present

Professional Translator

Freelancer

Taiwan/US

Sep 2008 - Dec 2023

Proprietor

Audrey'S Cupcakes

Taiwan

Owner of online cupcake bakery, offering homemade American style cupcakes tailored to the Taiwanese market.

Mar 2017 - Apr 2021

Localization Specialist

Taiwan

Provided technical documentation proofreading and editing services for localization purposes for the Taiwan market.

Sep 2015 - Dec 2016

Proprietor

Gulotty Realty

Taiwan

Provided apartment rental services to English-speaking expatriates in Taipei, Taiwan. Conducted needs analysis, apartment search and compilation, on-site tours, negotiation, contract preparation and execution, lease renewals, new business development, and translation services. Developed and managed bilingual company website.

Jan 2009 - Jun 2015

Sr. Product Manager - Employee Cards, Small Business Services

New York, New York, United States

Led in the new product development initiative aimed at addressing the needs of Small Business clients in the U.S. Led a cross-functional team to execute high-impact marketing campaigns resulting in 1.2MM new Charge Cards acquired, representing US$36Bn in incremental spend for the U.S. franchise, and improved employee card penetration for Charge Cards in.

Sep 2004 - Dec 2007

Sr. Marketing Manager - Strategic Initiatives, Global Corporate Services

New York, New York, United States

Led in the design and development of an Access database and a detailed market segmentation analysis to understand Global Commercial Cards penetration and share of spend in the U.S. Identified an opportunity of over US$50bn in potential sales volume. Analysis and recommendations led to additional staffing and funding investment to grow the business for.

Jul 2002 - Aug 2004

Assistant Vice President - Portfolio Management, Consumer Banking

Taipei, Taiwan

Managed Diners Club Card in Taiwan with responsibilities for P&L performance, product strategy and positioning, customer acquisition, loyalty and retention strategy and execution for consumer, corporate and multinational accounts. Strategized and executed high impact direct marketing initiatives to drive card and spend growth, as well as to improve the.

Jan 2001 - Jun 2002

Senior Marketing Manager - Middle Market, Global Corporate Services

New York, New York, United States

Provided strategic thought leadership on marketing the Corporate Purchase Solution to mid-size companies in the U.S. Developed industry specific communication strategies and marketing collateral for the sales force.

Nov 1999 - Aug 2000

Marketing Manager - Cards Acquisition, Consumer Cards Services Group

New York, New York, United States

Led a cross-functional team to plan and execute a multi-channel personal card cross-sell program, targeting corporate and small business cardholders in the U.S. Designed and executed 7 unique personal-card product offers across 7 acquisition channels. Results exceeded forecasts by up to 300% in response rate and 110% in cards acquired, representing.

Mar 1998 - Oct 1999

Manager - Student Card Acquisition, Information Services

New York, New York, United States

Planned and executed monthly direct mail acquisition campaigns targeting Student prospects. Analyzed results of campaigns and improved process efficiency by 43%.

Sep 1996 - Feb 1998

Account Relationship Manager

New York, New York, United States

Provided industry-leading market segmentation systems, market analysis consulting services and marketing software applications to clients in the B2B and B2C areas in the U.S. Consulted clients on the use of segmentation data and marketing applications to understand consumer behaviors, target new customers, identify market growth opportunities, and execute.

May 1993 - Aug 1996
Team & coworkers

Colleagues at Thoroughbred Advisors

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1 education record

Audrey Lee-Gulotty education

FAQ

Frequently asked questions about Audrey Lee-Gulotty

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

What company does Audrey Lee-Gulotty work for?

Audrey Lee-Gulotty works for Thoroughbred Advisors.

What is Audrey Lee-Gulotty's role at Thoroughbred Advisors?

Audrey Lee-Gulotty is listed as Financial Professional at Thoroughbred Advisors.

Where is Audrey Lee-Gulotty based?

Audrey Lee-Gulotty is based in Albany, New York Metropolitan Area, United States while working with Thoroughbred Advisors.

What companies has Audrey Lee-Gulotty worked for?

Audrey Lee-Gulotty has worked for Thoroughbred Advisors, Freelancer, Audrey'S Cupcakes, Palo Alto Networks, and Gulotty Realty.

Who are Audrey Lee-Gulotty's colleagues at Thoroughbred Advisors?

Audrey Lee-Gulotty's colleagues at Thoroughbred Advisors include Rick Jackson, David Force, Christian Gramuglia, Lara Smith, and Kassandra Frasier.

How can I contact Audrey Lee-Gulotty?

You can use AeroLeads to view verified contact signals for Audrey Lee-Gulotty at Thoroughbred Advisors, including work email, phone, and LinkedIn data when available.

What schools did Audrey Lee-Gulotty attend?

Audrey Lee-Gulotty holds Bs, Marketing/Marketing Management, General from Syracuse University - Martin J. Whitman School Of Management.

What skills is Audrey Lee-Gulotty known for?

Audrey Lee-Gulotty is listed with skills including Management, Cross Functional Team Leadership, Operations Management, Marketing, Marketing Strategy, Project Management, Product Development, and Product Management.

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