Charles Lee Email and Phone Number
Charles Lee work email
- Valid
Charles Lee personal email
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.
The Sterling Group - Registered Investment Advisors
View- Website:
- tsgadvisor.com
- Employees:
- 7
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Client Relationship ManagerThe Sterling Group - Registered Investment Advisors Oct 2024 - PresentLos Angeles, California, United States
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ParaplannerOdyssey Wealth Design Jun 2023 - Oct 2024Irvine, California, United StatesCharles 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
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Implementation SpecialistOdyssey Wealth Design Jun 2022 - Jun 2023Irvine, California, United States
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InternNewport Wealth Strategies Jun 2021 - Aug 2021 -
Camp CounselorChapman University Jun 2019 - Aug 2019Orange County, California, United StatesCoached and guided youth basketball players to improve their skills and character.
Charles Lee Skills
Charles Lee Education Details
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Finance And Financial Management Services
Frequently Asked Questions about Charles Lee
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 current company?
Charles Lee's current role is Client Relationship Manager at The Sterling Group.
What is Charles Lee's email address?
Charles Lee's email address is cl****@****ies.com
What schools did Charles Lee attend?
Charles Lee attended California Lutheran University.
What skills is Charles Lee known for?
Charles Lee has skills like College Basketball, Accountability, Punctuality, Basketball Coaching, Time Management, Working With Children, Customer Service.
Who are Charles Lee's colleagues?
Charles Lee's colleagues are Anthony Nahra, Cfp®, Hunt Salembier, Chfc®, Ale Hernandez, Gretchen Prince.
Not the Charles Lee you were looking for?
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Charles Lee
Miami-Fort Lauderdale Area6mandiant.com, fireeye.com, hpe.com, microfocus.com, hpe.com, dubelink.com5 +165057XXXXX
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Charles Lee
North Charleston, Sc4tivian.de, modop.com, modop.com, guidespark.com3 +130587XXXXX
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Charles Lee
Los Angeles Metropolitan Area1bowtieinc.com -
Charles Lee
Bedford, Ny4blackboard.com, verizon.net, artesia.com, geniussis.com4 +130180XXXXX
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Charles Lee
Montgomery, Al7gmail.com, alum.bu.edu, reveila.com, nscorp.com, msn.com, nscorp.com, bankofamerica.com5 +140432XXXXX
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