Gretchen Lee

Gretchen Lee Email and Phone Number

Chief Compliance Officer @ Clifford Swan Investment Counselors
Pasadena, CA, US
Gretchen Lee's Location
Pasadena, California, United States, United States
Gretchen Lee's Contact Details

Gretchen Lee personal email

n/a

Gretchen Lee phone numbers

About Gretchen Lee

Gretchen serves as the CCO for Clifford Swan Investment Counselors. She also provides compliance support to firms on a contractual basis though her consulting firm, Crown City Compliance.For important disclosure information, please see the Social Media Disclosures under my Contact Info.

Gretchen Lee's Current Company Details
Clifford Swan Investment Counselors

Clifford Swan Investment Counselors

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Chief Compliance Officer
Pasadena, CA, US
Gretchen Lee Work Experience Details
  • Clifford Swan Investment Counselors
    Chief Compliance Officer
    Clifford Swan Investment Counselors
    Pasadena, Ca, Us
    View
  • Clifford Swan Investment Counselors
    Chief Compliance Officer
    Clifford Swan Investment Counselors Feb 2018 - Present
    Pasadena, Ca, Us
    View
  • Crown City Compliance
    Compliance Consultant
    Crown City Compliance Sep 2009 - Present
    Provide continuing and project based compliance consultation services to Registered Investment Advisers.
  • Gamble Jones Investment Counsel
    Chief Compliance Officer
    Gamble Jones Investment Counsel Jan 2005 - Sep 2009
    New York, Ny, Us
    View
  • Engemann Asset Management
    Investment Associate
    Engemann Asset Management Jun 2000 - Nov 2004

Gretchen Lee Skills

Compliance Investment Management Industry Broker Dealer Investment Advisory Consultants Proxy Voting Sec Filings Marketing Communications Wealth Management Risk Assessment Investments Financial Risk Mutual Funds Investment Management Asset Management Equities Due Diligence Securities

Gretchen Lee Education Details

  • Scripps College
    Scripps College
    May 1992

Frequently Asked Questions about Gretchen Lee

What company does Gretchen Lee work for?

Gretchen Lee works for Clifford Swan Investment Counselors

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

Gretchen Lee's current role is Chief Compliance Officer.

What is Gretchen Lee's email address?

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What is Gretchen Lee's direct phone number?

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What schools did Gretchen Lee attend?

Gretchen Lee attended Scripps College.

What skills is Gretchen Lee known for?

Gretchen Lee has skills like Compliance, Investment Management Industry, Broker Dealer, Investment Advisory, Consultants, Proxy Voting, Sec Filings, Marketing Communications, Wealth Management, Risk Assessment, Investments, Financial Risk.

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