Client Relationship Manager
Current
Oct 2024 - Present
AeroLeads people directory · profile
Charles Lee Email & Phone Number
Client Relationship Manager
at
The Sterling Group - Registered Investment Advisors
1 work email found
@newportwealthstrategies.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Relationship Manager
Location
Los Angeles Metropolitan Area, United States
Company size
Who is Charles Lee? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Charles Lee is listed as Client Relationship Manager at The Sterling Group - Registered Investment Advisors, a with 7 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at newportwealthstrategies.com and a matched LinkedIn profile for Charles Lee.
Charles Lee previously worked as Paraplanner at Odyssey Wealth Design and Implementation Specialist at Odyssey Wealth Design. Charles Lee holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from California Lutheran University.
Company email context
Email format at The Sterling Group - Registered Investment Advisors
This section adds company-level context without repeating Charles Lee's masked contact details.
{first_initial}{last}@newportwealthstrategies.com
86% confidence
AeroLeads found 1 current-domain work email signal for Charles Lee. Compare company email patterns before reaching out.
Profile bio
About Charles Lee
A former 4 year scholar-athlete at California Lutheran with a B.S. in Business Administration with a Finance emphasis. Currently working in the Financial Services industry.
Listed skills include College Basketball, Accountability, Punctuality, Basketball Coaching, and 3 others.
Current workplace
Charles Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
The Sterling Group - Registered Investment Advisors
5 roles
Charles Lee work experience
A career timeline built from the work history available for this profile.
Paraplanner
Odyssey Wealth Design
Charles Lee is a registered representative and supports Roberto Duran who is a registered representative of Lincoln Financial Advisors, a broker/ dealer (member SIPC) and registered investment advisor. Odyssey Wealth Design is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-6446130-022924
Jun 2023 - Oct 2024
Implementation Specialist
Odyssey Wealth Design
Jun 2022 - Jun 2023
Intern
Jun 2021 - Aug 2021
Camp Counselor
Coached and guided youth basketball players to improve their skills and character.
Jun 2019 - Aug 2019
Team & coworkers
Colleagues at The Sterling Group - Registered Investment Advisors
Other employees you can reach at tsgadvisor.com. View company contacts for 7 employees →
GP
Gretchen Prince
Colleague at The Sterling Group - Registered Investment AdvisorsLos Angeles, California, United States
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AH
Ale Hernandez
Colleague at The Sterling Group - Registered Investment AdvisorsLos Angeles, California, United States
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AN
Anthony Nahra, Cfp®
Colleague at The Sterling Group - Registered Investment AdvisorsPasadena, California, United States
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HS
Hunt Salembier, Chfc®
Colleague at The Sterling Group - Registered Investment AdvisorsPasadena, California, United States
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Gretchen Prince
Colleague at The Sterling Group - Registered Investment AdvisorsLos Angeles, California, United States
View →
AH
Ale Hernandez
Colleague at The Sterling Group - Registered Investment AdvisorsLos Angeles, California, United States
View →
AN
Anthony Nahra, Cfp®
Colleague at The Sterling Group - Registered Investment AdvisorsPasadena, California, United States
View →
HS
Hunt Salembier, Chfc®
Colleague at The Sterling Group - Registered Investment AdvisorsPasadena, California, United States
View →
1 education record
Charles Lee education
FAQ
Frequently asked questions about Charles Lee
Quick answers generated from the profile data available on this page.
What company does Charles Lee work for?
Charles Lee works for The Sterling Group - Registered Investment Advisors.
What is Charles Lee's role at The Sterling Group - Registered Investment Advisors?
Charles Lee is listed as Client Relationship Manager at The Sterling Group - Registered Investment Advisors.
What is Charles Lee's email address?
AeroLeads has found 1 work email signal at @newportwealthstrategies.com for Charles Lee at The Sterling Group - Registered Investment Advisors.
Where is Charles Lee based?
Charles Lee is based in Los Angeles Metropolitan Area, United States while working with The Sterling Group - Registered Investment Advisors.
What companies has Charles Lee worked for?
Charles Lee has worked for The Sterling Group - Registered Investment Advisors, Odyssey Wealth Design, Newport Wealth Strategies, and Chapman University.
Who are Charles Lee's colleagues at The Sterling Group - Registered Investment Advisors?
Charles Lee's colleagues at The Sterling Group - Registered Investment Advisors include Gretchen Prince, Ale Hernandez, Anthony Nahra, Cfp®, and Hunt Salembier, Chfc®.
How can I contact Charles Lee?
You can use AeroLeads to view verified contact signals for Charles Lee at The Sterling Group - Registered Investment Advisors, including work email, phone, and LinkedIn data when available.
What schools did Charles Lee attend?
Charles Lee holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from California Lutheran University.
What skills is Charles Lee known for?
Charles Lee is listed with skills including College Basketball, Accountability, Punctuality, Basketball Coaching, Time Management, Working With Children, and Customer Service.
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