David B. Lee

David B. Lee Email and Phone Number

Financial Advisor at Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
David B. Lee's Location
Essex County, Massachusetts, United States, United States
David B. Lee's Contact Details

David B. Lee work email

David B. Lee personal email

n/a
About David B. Lee

40 Beach Street Suite 202P: 978-525-5567 http://www.thebcgroup.wfadv.com/ Opinions and comments expressed by LinkedIn members are those of the person submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of MA, AZ, CA, CO, CT, DC, FL GA, IL, KY MD, ME, NC, NH, NJ, NM, NY, PA, RI, SC, VA, WA, WICA Insurance Producer License # 0I71927 Resident State MA.

David B. Lee's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

View
Financial Advisor at Wells Fargo Advisors
st. louis, missouri, united states
Website:
wellsfargoadvisors.com
Employees:
15127
David B. Lee Work Experience Details
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Mar 2013 - Present
    New England
    David has 32 years of global investment experience and focuses on serving the asset allocation and equity investment needs of the B.C. Group of Wells Fargo Advisors' client base. David's diverse background in international investing enables him to apply institutional level money management skills to individual portfolios. Using a tactical investment approach, Mr. Lee seeks to increase the probabilities that clients meet their financial goals.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Mar 2009 - Mar 2013
    Manchester, Ma
    View
  • Owner
    General Partner & Portfolio Manager
    Owner 2000 - 2009
    Managed long short equity hedge fund
  • Owner
    Private Client Salesman
    Owner 1998 - 2000
    Equity Sales to high net worth clients
  • Lehman Brothers
    Equity Sales
    Lehman Brothers 1995 - 1998
    Institutional equity sales specializing in energy markets
    View
  • -
    Equity Analyst
    - 1994 - 1995
    A European equity analyst for a hedge fund
  • Siemens Pension Fund
    Global Equity Portfolio Manager
    Siemens Pension Fund 1992 - 1994
    -

David B. Lee Skills

Microsoft Office Research

David B. Lee Education Details

Frequently Asked Questions about David B. Lee

What company does David B. Lee work for?

David B. Lee works for Wells Fargo Advisors

What is David B. Lee's role at the current company?

David B. Lee's current role is Financial Advisor at Wells Fargo Advisors.

What is David B. Lee's email address?

David B. Lee's email address is da****@****ors.com

What schools did David B. Lee attend?

David B. Lee attended University Of California, Berkeley.

What skills is David B. Lee known for?

David B. Lee has skills like Microsoft Office, Research.

Who are David B. Lee's colleagues?

David B. Lee's colleagues are Ryan Meehan, Lorena Berumen, Jennifer Koch, Lera Mirakyan, Kelly Mayton, Connie Mueller, Shannon Fleming.

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