Carlos Lee work email
- Valid
Carlos Lee personal email
I am the Investment Supervisor at IRA Club. IRA Club helps empower those that would like to take control of their money and invest in alternative assets with their retirement funds. As the Investment Supervisor, I deal with helping clients get their funds out for investments while keeping documentation on file for IRS compliance.
-
Investor Relations ManagerIra ClubChicago, Il, Us
-
Investment SupervisorIra Club Aug 2020 - PresentChicago, Illinois, United States• Review investment documentation for IRS compliance• Assist clients in retrieving proper documentation• Communicate with investment providers and title companies to facilitate a smooth transaction• Coordinate with colleagues to prepare for and meet investment deadlines
-
Ira AdministratorIra Club Sep 2017 - Aug 2020Chicago, Illinois, United States• Used effective listening skills to document phone call details• Provided excellent customer service and IRA education• Opened Self-Directed accounts using multiple software• Reviewed and processed client expense payment requests• Initiated and finalized transfers and rollovers from various retirement accounts
-
Holland Union Building (Hub) SupervisorDickinson College Aug 2015 - May 2017Carlisle, Pennsylvania·Manage students working at the information desk.·Track in logbooks all belongings that enter and exit the lost and found office, all personnel that report to work, and all rented items.·Coordinate with faculty, students, and campus officers to review and circulate information.·Organize rooms for private events and meetings.·Inspect the building for any damages or vandalism. Ensure everything is functioning properly. -
Quarry Student SupervisorDickinson College Aug 2015 - May 2016Carlisle, Pennsylvania·Trained other employees on how to provide quality food and friendly customer service.·Communicated with students and faculty members on problem solving and maximizing business opportunities.·Provided efficient service to customers by managing the cash register and serving food and beverages.·Handled workplace equipment and maintained a clean work environment.·Observed quality control for all foods and retail goods.·Stocked retail goods, pastries, and drinks.
-
Wait StaffLao Sze Chuan May 2015 - Aug 2015Chicago, Illinois·Provided customers with interpersonal and attentive service.·Observed and resolved any issues interfering with the flow of the restaurant.·Handled orders through online and phone mediums.
-
Dining Services Student EmployeeDickinson College Jan 2014 - May 2015Carlisle, PennsylvaniaAwarded “Student of the Year” for being the most diligent worker in dining services (April 2015).Awarded “The Quarry Savvy” for being the most helpful and educated in all aspects of the Quarry (April 2015).·Prepared and served food to customers.·Displayed daily positivity and helpfulness to customers and fellow staff members.·Ensured a clean work environment.
Carlos Lee Education Details
-
Economics
Frequently Asked Questions about Carlos Lee
What company does Carlos Lee work for?
Carlos Lee works for Ira Club
What is Carlos Lee's role at the current company?
Carlos Lee's current role is Investor Relations Manager.
What is Carlos Lee's email address?
Carlos Lee's email address is cl****@****lub.org
What schools did Carlos Lee attend?
Carlos Lee attended Dickinson College.
Not the Carlos Lee you were looking for?
-
Carlos Lee
Professional Leader Across The Aerospace Field: A Fusion Of Systems Engineering, Manufacturing Engineering, And Reliability EngineeringUnited States -
-
Carlos Lee
North Little Rock, Ar2egov.com, aristotle.net2 (800) 9XXXXXXX
-
Carlos Lee
Outside Sporting Goods And Apparel Sales Professional, Providing Top Notch Service To Schools Of Northeast Tennessee!Bristol, Va -
Carlos Lee
Director Of Planning And Procurement At Kukdong Apparel America Inc.Los Angeles Metropolitan Area1kd.co.kr
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial