Senior Pim Portfolio Manager, Managing Director, Investments
CurrentSenior PIM Portfolio ManagerComprehensive Private Wealth ManagementInvestment ManagementBusiness Financial AdvisoryCorporate Retirement Strategies
Jul 2012 - Present
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John Jee Email & Phone Number
Senior PIM Portfolio Manager, Managing Director, Investments
at
Wells Fargo Advisors
1 work email found
@wellsfargoadvisors.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior PIM Portfolio Manager, Managing Director, Investments
Location
Greenwich, Connecticut, United States
Who is John Jee? Overview
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Quick answer
John Jee is listed as Senior PIM Portfolio Manager, Managing Director, Investments at Wells Fargo Advisors, based in Greenwich, Connecticut, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for John Jee.
John Jee previously worked as Adjunct Professor at Sacred Heart University and Adjunct Lecturer at Manhattanville College. John Jee holds Mba, Finance from The University Of Chicago Booth School Of Business.
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Email format at Wells Fargo Advisors
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{first}.{last}@wellsfargoadvisors.com
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Profile bio
About John Jee
Over 35 years experience in the financial services industry that encompass corporate finance, international money markets, capital markets origination, marketing, sales & trading, private equity, leveraged debt financing, business financial advisory, and comprehensive wealth management.Please contact me by e-mail (john.jee@wellsfargoadvisors.com) or by phone ((203) 900-3615). I can not respond to messages through LinkedIn. This information is intended for use only by residents of CA, CT, FL, GA, MA, ME, NC, NJ, NY, RI, TX and VT only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Investments, Financial Services, Private Equity, Finance, and 16 others.
Current workplace
John Jee's current company
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12 roles · 38 years
John Jee work experience
A career timeline built from the work history available for this profile.
Adjunct Professor
Lecturer at the Jack F Welch College of Business Dept. of Economics & FinanceFinance (FN320) Microeconomics (EC202) Macroeconomics (EC203) Introduction to Economics (EC101)
Sep 2009 - May 2021
Adjunct Lecturer
Lecturer at School of Graduate & Professional Studies Managerial Finance (MSCI 5006) Financial Aspects of Human Resource Mgmt. (OMHR 5002)
Jan 2009 - Jun 2020
Wealth Management
Comprehensive Wealth Management ConsultingPortfolio Manager, Custom Portfolio ProgramCorporate Retirement PlansInvestment ManagementPrivate Banking
2006 - 2012
~6 yrs
Wealth Management & Business Financial Services
Private Banking & LendingBusiness Financial ServicesCorporate Retirement Plans
2002 - 2006
~4 yrs
Institutional Fixed-Income Sales
Institutional Corporate Bond Sales
1997 - 2002
~5 yrs
Middle Market Debt Finance
Carnegie Hill Partners
Leveraged Loans & Private Equity
1996 - 2002
~6 yrs
Institutional Corporate Bond Trading
Tradition Financial Services (TFS)Tradition Government Securities Inc
1994 - 1997
~3 yrs
Institutional Corporate Bond Trading
1993 - 1994
~1 yr
1990 - 1992
~2 yrs
Corporate Finance
Structured Loan Origination & Syndicated Loan TradingCiticorp Investment Bank/Citicorp Securities Markets, Inc.
1988 - 1990
~2 yrs
1988 - 1988
3 education records
John Jee education
Mba, Finance
The University Of Chicago Booth School Of Business
Cima, Investment Management
The Wharton School
Bs & Ba, Finance & Political Science
University Of Connecticut
FAQ
Frequently asked questions about John Jee
Quick answers generated from the profile data available on this page.
What company does John Jee work for?
John Jee works for Wells Fargo Advisors.
What is John Jee's role at Wells Fargo Advisors?
John Jee is listed as Senior PIM Portfolio Manager, Managing Director, Investments at Wells Fargo Advisors.
What is John Jee's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for John Jee at Wells Fargo Advisors.
Where is John Jee based?
John Jee is based in Greenwich, Connecticut, United States while working with Wells Fargo Advisors.
What companies has John Jee worked for?
John Jee has worked for Wells Fargo Advisors, Sacred Heart University, Manhattanville College, Morgan Stanley, and Merrill Lynch.
How can I contact John Jee?
You can use AeroLeads to view verified contact signals for John Jee at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did John Jee attend?
John Jee holds Mba, Finance from The University Of Chicago Booth School Of Business.
What skills is John Jee known for?
John Jee is listed with skills including Investments, Financial Services, Private Equity, Finance, Capital Markets, Fixed Income, Corporate Finance, and Equities.
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