Franklin Lee

Franklin Lee Email and Phone Number

Director of Operations at Running Point Capital AdvisorsRegistered Representative of The Leaders Group, Inc. Member FINRA/SIPC. @ Running Point
el segundo, california, united states
Franklin Lee's Location
Manhattan Beach, California, United States, United States
Franklin Lee's Contact Details

Franklin Lee personal email

n/a
About Franklin Lee

Franklin Lee is a Director of Operations at Running Point Capital AdvisorsRegistered Representative of The Leaders Group, Inc. Member FINRA/SIPC. at Running Point. He possess expertise in microsoft office, project management, microsoft excel, customer service, integration and 26 more skills. He is proficient in Korean.

Franklin Lee's Current Company Details
Running Point

Running Point

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Director of Operations at Running Point Capital AdvisorsRegistered Representative of The Leaders Group, Inc. Member FINRA/SIPC.
el segundo, california, united states
Employees:
8
Franklin Lee Work Experience Details
  • Running Point
    Director Of Operations
    Running Point Sep 2023 - Present
    El Segundo, California, United States
    View
  • Salient Wealth Planning Group
    Investment Analyst
    Salient Wealth Planning Group Feb 2022 - Sep 2023
    Franklin Lee is a registered representative of Lincoln Financial Advisors Corp., working in a support capacity. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Salient Wealth Planning Group is not an affiliate of Lincoln Financial Advisors Corp. CRN-4758545-052422
    View
  • Retirement Wellness Group Llc
    Client Service Associate
    Retirement Wellness Group Llc Jan 2019 - Feb 2022
    Greater Los Angeles Area
  • Prudential Financial
    Financial Advisor At The Prudential Insurance Company Of America
    Prudential Financial Feb 2016 - Dec 2018
    Greater Los Angeles Area
    • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
    View
  • Parsons Corporation
    Senior System Analyst
    Parsons Corporation Mar 2015 - Jan 2016
    *KM system/tool research, recommendation and implementation guidance.*Provides technical training, guidance, and resource support for end users.*Performs as a project lead and directs systems analysts.*Setup and create production environments in SharePoint.*Provide technical support to end users.
    View
  • Btas, Inc.
    Configuration Management Specialist
    Btas, Inc. Nov 2010 - Feb 2015
    *Manage internal SMC SharePoint at SMC for SMC/ENP KM Office.*Provide CM documentation, including tracking, editing, and documenting for program controls like concepts of operation, requirements identification and documentation, documentation tree, preliminary and detailed system definition, system design reviews, performance monitoring tools, and production software.*Provide systems integration support, enter or update configuration tracking information in appropriate databases.*Setup and create production environments in SharePoint.*Facilitate access to intranet for personnel outside the network.*Train staff on website creation, permissions, webparts, and webpage design.*Provide technical support to end users.
    View

Franklin Lee Skills

Microsoft Office Project Management Microsoft Excel Customer Service Integration Configuration Management Sharepoint Databases Dod It Procurement It Service Management It Operations It Project And Program Management Acquisitions Sharepoint Designer Executive Administrative Program Management Technical Support Analysis Security Clearance Documentation Public Speaking Leadership Independent Financial Advice Financial Planning U.s. Department Of Defense Financial Modeling Financial Advisory Financial Analysis Management Microsoft Powerpoint

Franklin Lee Education Details

Frequently Asked Questions about Franklin Lee

What company does Franklin Lee work for?

Franklin Lee works for Running Point

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

Franklin Lee's current role is Director of Operations at Running Point Capital AdvisorsRegistered Representative of The Leaders Group, Inc. Member FINRA/SIPC..

What is Franklin Lee's email address?

Franklin Lee's email address is fs****@****ent.com

What schools did Franklin Lee attend?

Franklin Lee attended Webster University, University Of California, Riverside, American Flyers.

What skills is Franklin Lee known for?

Franklin Lee has skills like Microsoft Office, Project Management, Microsoft Excel, Customer Service, Integration, Configuration Management, Sharepoint, Databases, Dod, It Procurement, It Service Management, It Operations.

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