Chrissy Lee

Chrissy Lee Email and Phone Number

Chief Operating Officer @ Merit Financial Advisors
Chrissy Lee's Location
Atlanta, Georgia, United States, United States
Chrissy Lee's Contact Details

Chrissy Lee work email

Chrissy Lee personal email

n/a
About Chrissy Lee

Chrissy serves as Chief Operating Officer at Merit Financial Advisors , managing the day-to-day operations of the firm. She is responsible for operational strategy, creating streamlined efficiencies by working with all departments, creating processes and implementing industry leading platforms to advance the customer experience. An innovative thinker with a passion in promoting a diverse work culture. Chrissy holds FINRA licenses 7, 24, and 66. Investment advice offered through Merit Financial Group, LLC, an SEC-registered adviser.

Chrissy Lee's Current Company Details
Merit Financial Advisors

Merit Financial Advisors

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Chief Operating Officer
Chrissy Lee Work Experience Details
  • Merit Financial Advisors
    Chief Operating Officer
    Merit Financial Advisors Oct 2022 - Present
    Alpharetta, Ga, Us
    Responsible for the day-to-day operations of the firm. Working with the departments to streamline business operations, create processes, and strategically expand the customer experience through state of the art resources.Investment advice offered through Merit Financial Group, a registered investment advisor.
    View
  • Asteria Wealth And Kalos Financial, Inc.
    Chief Operating Officer And President
    Asteria Wealth And Kalos Financial, Inc. Mar 2007 - Sep 2022
  • Farmers Insurance
    Operations Manager
    Farmers Insurance Jan 2006 - Dec 2006
    Woodland Hills, Ca, Us
    View

Chrissy Lee Skills

Series 7 Financial Services Accounting Financial Advisory Asset Management Management Mutual Funds Series 63 Alternative Investments

Frequently Asked Questions about Chrissy Lee

What company does Chrissy Lee work for?

Chrissy Lee works for Merit Financial Advisors

What is Chrissy Lee's role at the current company?

Chrissy Lee's current role is Chief Operating Officer.

What is Chrissy Lee's email address?

Chrissy Lee's email address is cl****@****tfa.com

What skills is Chrissy Lee known for?

Chrissy Lee has skills like Series 7, Financial Services, Accounting, Financial Advisory, Asset Management, Management, Mutual Funds, Series 63, Alternative Investments.

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