Director Of Financial Planning
Current
Jan 2023 - Present
AeroLeads people directory · profile
Dj Lee Email & Phone Number
Empowering you to fulfill your dreams!
at
American Wealth Management
2 work emails found
@financialhealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Empowering you to fulfill your dreams!
Location
Reno, Nevada, United States
Company size
Who is Dj Lee? Overview
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Quick answer
Dj Lee is listed as Empowering you to fulfill your dreams! at American Wealth Management, a company with 29 employees, based in Reno, Nevada, United States. AeroLeads shows a work email signal at financialhealth.com and a matched LinkedIn profile for Dj Lee.
Dj Lee previously worked as Director of Financial Planning at American Wealth Management and Wealth Advisor | Investment Analyst at American Wealth Management. Dj Lee holds Master Of Science (M.S.), Finance, General from University Of Nevada, Reno.
Company email context
Email format at American Wealth Management
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{first}{last}@financialhealth.com
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AeroLeads found 2 current-domain work email signals for Dj Lee. Compare company email patterns before reaching out.
Profile bio
About Dj Lee
As your dedicated partner, my aim is to provide you with the tools, knowledge, and support necessary to empower you in achieving your aspirations and turning your dreams into reality. I'm here to guide you through the steps, offer advice, and collaborate with you to overcome any obstacles that may arise along the way. Together, we'll unlock your potential and create a pathway towards the fulfillment of your deepest desires and ambitions.
Listed skills include Financial Analysis, Portfolio Management, Risk Management, Finance, and 4 others.
Current workplace
Dj Lee's current company
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American Wealth Management
8 roles
Dj Lee work experience
A career timeline built from the work history available for this profile.
Wealth Advisor | Investment Analyst
At the core of my wealth management philosophy lies a commitment to total transparency. I firmly believe that when clients have a comprehensive understanding of their entire financial landscape, they are better positioned to achieve their goals. Leveraging my in-depth knowledge of macroeconomic conditions, alternative investments, and global monetary.
Aug 2018 - Jan 2023
Adjunct Professor
CurrentI instruct introductory finance and investment courses for undergraduate students at UNR, where I prioritize imparting a comprehensive understanding of investments at both academic and practical levels. Additionally, I provide guidance to the UNR Investment Club and actively participate in their investment competitions, fostering hands-on learning.
Aug 2016 - Present
Board Trustee & Investment Committee Chair
Current
Jul 2021 - Present
Investment Committee Advisory Member
Aug 2010 - Jun 2021
Investment Manager
Dec 2015 - Aug 2018
Senior Business Operations Manager
Oct 2014 - Feb 2016
Investment Analyst
Dec 2007 - Jul 2014
Team & coworkers
Colleagues at American Wealth Management
Other employees you can reach at financialhealth.com. View company contacts for 29 employees →
DS
Dee Schafer
Colleague at American Wealth ManagementReno, Nevada, United States, United States
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JM
Joann Martineau
Colleague at American Wealth ManagementReno, Nevada, United States, United States
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EE
Erin E.
Colleague at American Wealth ManagementReno, Nevada, United States, United States
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DM
Douglas Moore
Colleague at American Wealth ManagementAcworth, Georgia, United States, United States
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Dee Schafer
Colleague at American Wealth ManagementReno, Nevada, United States, United States
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JM
Joann Martineau
Colleague at American Wealth ManagementReno, Nevada, United States, United States
View →
EE
Erin E.
Colleague at American Wealth ManagementReno, Nevada, United States, United States
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DM
Douglas Moore
Colleague at American Wealth ManagementAcworth, Georgia, United States, United States
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2 education records
Dj Lee education
Master Of Science (M.S.), Finance, General
Bachelor Of Science (B.S.), Computer And Information Sciences, General
FAQ
Frequently asked questions about Dj Lee
Quick answers generated from the profile data available on this page.
What company does Dj Lee work for?
Dj Lee works for American Wealth Management.
What is Dj Lee's role at American Wealth Management?
Dj Lee is listed as Empowering you to fulfill your dreams! at American Wealth Management.
What is Dj Lee's email address?
AeroLeads has found 2 work email signals at @financialhealth.com for Dj Lee at American Wealth Management.
Where is Dj Lee based?
Dj Lee is based in Reno, Nevada, United States while working with American Wealth Management.
What companies has Dj Lee worked for?
Dj Lee has worked for American Wealth Management, University Of Nevada, Reno, Community Foundation Of Western Nevada, Community Foundation Of Northern Nevada, and Schultz Financial Group Inc..
Who are Dj Lee's colleagues at American Wealth Management?
Dj Lee's colleagues at American Wealth Management include Dee Schafer, Joann Martineau, Erin E., and Douglas Moore.
How can I contact Dj Lee?
You can use AeroLeads to view verified contact signals for Dj Lee at American Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Dj Lee attend?
Dj Lee holds Master Of Science (M.S.), Finance, General from University Of Nevada, Reno.
What skills is Dj Lee known for?
Dj Lee is listed with skills including Financial Analysis, Portfolio Management, Risk Management, Finance, Data Analysis, Python, Management, and Leadership.
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