George Lee, Cfa

George Lee, Cfa Email and Phone Number

Investment Advisor Representative at Professional Financial Associates, LLC (PFA) @ Professional Financial Associates, LLC
380 Hurricane Lane, Suite 201, Wiliston,VT 05495,United States
George Lee, Cfa's Location
Burlington, Vermont, United States, United States
George Lee, Cfa's Contact Details

George Lee, Cfa work email

George Lee, Cfa personal email

n/a
About George Lee, Cfa

I am licensed to sell securities in Vermont, New Hampshire, Massachusetts, New York, New Jersey, Florida, California and six other states. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 1 Marina Park Drive, 16th floor, Boston MA 02210 617-585-4500

George Lee, Cfa's Current Company Details
Professional Financial Associates, LLC

Professional Financial Associates, Llc

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Investment Advisor Representative at Professional Financial Associates, LLC (PFA)
380 Hurricane Lane, Suite 201, Wiliston,VT 05495,United States
Employees:
12
George Lee, Cfa Work Experience Details
  • Professional Financial Associates, Llc
    Investment Advisor Representative
    Professional Financial Associates, Llc Apr 2019 - Present
    Colchester, Vt
    View
  • Sentinel Investments
    Manager - Investment Reporting And Operations
    Sentinel Investments Jan 2015 - Mar 2018
    Montpelier Vt
    Responsible for investment reporting for National Life Group general accounts and Sentinel Investments mutual funds.Develop attribution and risk analyses for the Sentinel mutual funds.Manage investment operations and systems for National Life Group.
  • Sentinel Investments
    Vp - Head Of Fixed Income Quantitative Analytics
    Sentinel Investments Oct 2012 - Dec 2014
    Montpelier, Vt
  • Sentinel Investments
    Vp & Senior Quantitative Analyst
    Sentinel Investments Mar 2012 - Oct 2012
  • Dwight Asset Management
    Senior Quantitative Analyst - Vice President
    Dwight Asset Management Jan 2005 - Mar 2012
  • Kdp Investment Advisors
    Group Vice President
    Kdp Investment Advisors Apr 2000 - Dec 2004
    High yield bond analyst (technology and financial sectors) and quantitative analyst (credit analytics, market indexes, CDO structure development and management, data design and implementation). Established and supervised IT department.
    View

George Lee, Cfa Education Details

Frequently Asked Questions about George Lee, Cfa

What company does George Lee, Cfa work for?

George Lee, Cfa works for Professional Financial Associates, Llc

What is George Lee, Cfa's role at the current company?

George Lee, Cfa's current role is Investment Advisor Representative at Professional Financial Associates, LLC (PFA).

What is George Lee, Cfa's email address?

George Lee, Cfa's email address is ge****@****avt.com

What schools did George Lee, Cfa attend?

George Lee, Cfa attended Stanford University, New York University.

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