Chanyoung Lee
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Chanyoung Lee Email & Phone Number

Investment Consultant at Charles Schwab
Location: Atlanta, Georgia, United States 6 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Investment Consultant
Location
Atlanta, Georgia, United States
Company size

Who is Chanyoung Lee? Overview

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Quick answer

Chanyoung Lee is listed as Investment Consultant at Charles Schwab, a with 33019 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Chanyoung Lee.

Chanyoung Lee previously worked as Client Relationship Manager at E*Trade From Morgan Stanley and Small Business Development Specialist at International Rescue Committee. Chanyoung Lee holds Bachelor Of Business Administration - Bba, Management Consulting & Marketing, 3.65 from Emory University - Goizueta Business School.

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Email format at Charles Schwab

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Charles Schwab

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Profile bio

About Chanyoung Lee

Hello! I go by Chan and I am a recent Emory Goizueta BBA grad with a concentration in Marketing and Consulting.

Current workplace

Chanyoung Lee's current company

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Charles Schwab
Charles Schwab
Investment Consultant
Atlanta, GA, US
Website
Employees
33019
AeroLeads page
6 roles

Chanyoung Lee work experience

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Small Business Development Specialist

Atlanta, Georgia, United States

• Directed an interactive marketing workshop attended by 10+ clients, the department then incorporated it into the SOP• Organized data entry and QA for weekly and monthly KPI dashboards and led the performance review meetings• Provided daily administrative support by researching and spearheading 5+ projects optimizing the MED department• Built a comprehensive resource guide for clients being exited by leading and managing a team of two interns• Conducted business research in various key industries and strengthened clients’ marketing and business plans

Jun 2023 - Dec 2023

Customer Relations & Marketing Manager

Hargrove Alterations, Llc

• Managed the development of local business’ marketing advertisements seen annually by 10,000+ potential customers• Established a search engine optimization strategy to expand business outreach and target seasonal customer segments • Facilitated in a client-facing role by translating languages between the technical team and 100+ customers per week

Feb 2020 - May 2023

Marketing Consultant (Immersive Experience)

• Developed a strategic recommendation report with a team of 12 addressing corporate’s strategy with a $5M budget• Led primary qualitative market research efforts and analysis to provide evidence-based solutions • Executed a strategic integrated marketing communications campaign to implement and promote recommendations

Jan 2023 - Apr 2023

Customer Service Specialist

Marietta, Georgia, United States

• Resolved over 500+ complaints with a 90% Very Satisfactory Rating through friendly, hospitable communications• Supported customer relations and complaints to ensure customer satisfaction regarding customer purchases• Collaborated with Online E-commerce and Delivery Departments to ensure customer satisfaction regarding purchases

Jan 2021 - Jul 2021
Team & coworkers

Colleagues at Charles Schwab

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2 education records

Chanyoung Lee education

Bachelor Of Business Administration - Bba, Management Consulting & Marketing, 3.65

Activities and Societies: Emory Impact Investing Group, Emory Asian Student Organization, Emory Transfer Student Organization

Bachelor Of Business Administration - Bba, Accounting, 4.03

Activities and Societies: Georgia State Philosophy Club

FAQ

Frequently asked questions about Chanyoung Lee

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

What company does Chanyoung Lee work for?

Chanyoung Lee works for Charles Schwab.

What is Chanyoung Lee's role at Charles Schwab?

Chanyoung Lee is listed as Investment Consultant at Charles Schwab.

Where is Chanyoung Lee based?

Chanyoung Lee is based in Atlanta, Georgia, United States while working with Charles Schwab.

What companies has Chanyoung Lee worked for?

Chanyoung Lee has worked for Charles Schwab, E*Trade From Morgan Stanley, International Rescue Committee, Hargrove Alterations, Llc, and Mercedes-Benz Usa.

Who are Chanyoung Lee's colleagues at Charles Schwab?

Chanyoung Lee's colleagues at Charles Schwab include Latrice L., Vandana Kancharla, Lin Sun Cfp® Chfc®, Andrew Perdue, and Frank Palmieri.

How can I contact Chanyoung Lee?

You can use AeroLeads to view verified contact signals for Chanyoung Lee at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Chanyoung Lee attend?

Chanyoung Lee holds Bachelor Of Business Administration - Bba, Management Consulting & Marketing, 3.65 from Emory University - Goizueta Business School.

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