AeroLeads people directory · profile
Karen Lee Email & Phone Number
AVP, Financial Solutions Advisor at Bank of America and Merrill Lynch
at
Bank of America Merrill Lynch
1 work email found
@loftscience.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
AVP, Financial Solutions Advisor at Bank of America and Merrill Lynch
Location
San Francisco Bay Area, United States
Company size
Who is Karen Lee? Overview
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Quick answer
Karen Lee is listed as AVP, Financial Solutions Advisor at Bank of America and Merrill Lynch at Bank of America Merrill Lynch, a with 16981 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at loftscience.com and a matched LinkedIn profile for Karen Lee.
Karen Lee previously worked as Founder and CEO at Loft Science and Financial Representative at One Pacific Financial & Insurance Solutions Llc. Karen Lee holds Executive Program I Stanford Lead: Corporate Innovation Certificate from Stanford University Graduate School Of Business.
Company email context
Email format at Bank of America Merrill Lynch
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{first}@loftscience.com
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AeroLeads found 1 current-domain work email signal for Karen Lee. Compare company email patterns before reaching out.
Profile bio
About Karen Lee
As a seasoned Financial Professional, I've developed a passion for helping innovative entrepreneurs and IT professionals safeguard their financial futures. I build lasting relationships, understand individual needs, and develop tailored solutions for long-term financial stability. In addition to my financial services, I provide startup coaching through *Loft Science LLC, helping entrepreneurs to achieve their business goals. I am also a partner with Sojo Consulting, creating opportunities for Korean Startups to successfully launching in the US market. "Your Success is My Mission." Reach me out for virtual coffee chat and let's create opportunities for changing your life.
Listed skills include Wealth Management, Portfolio Management, Fixed Income, Leadership, and 5 others.
Current workplace
Karen Lee's current company
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Bank Of America Merrill Lynch
13 roles
Karen Lee work experience
A career timeline built from the work history available for this profile.
Founder And Ceo
Financial Representative
CurrentHelping entrepreneurs and tech professionals to protect their families and cash flow. Financial Strategies/Tax Strategies/Long Term Care/Life Insurance/Disability InsuranceFinancial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. One Pacific Financial & Insurance Solutions LLC is not an affiliate or subsidiary of Guardian. CA Insurance License Number – 0E10838.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Aug 2024 - Present
Founder & Ceo
CurrentImagine you have welcoming friends wherever you go! Trippian connects people nearby who want to explore hidden gems together. We believe in creating a place for unique experiences and meet various people will positively impact people.
Jul 2021 - Present
Founder & Ceo
Current
Nov 2019 - Present
Founder & Manager
Sep 2019 - Sep 2021
Founder, Financial Advisor
Positive Impact Wealth Management
Jul 2014 - Jun 2016
Vp Private Client Advisor
Apr 2012 - Jul 2014
Vice President, Financial Advisor
Jan 2010 - Apr 2012
Financial Advisor
Aug 2005 - Jan 2010
Financial Advisor
Jan 2004 - Aug 2005
Financial Planner
Dec 2002 - Jan 2004
Co-Founder & Manager
K&D Interactive, Llc
Sep 1998 - Dec 2003
Team & coworkers
Colleagues at Bank of America Merrill Lynch
Other employees you can reach at bofaml.com. View company contacts for 16981 employees →
BL
Brandon Lim
Colleague at Bank Of America Merrill LynchSingapore
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MM
Mark Meyers
Colleague at Bank Of America Merrill LynchGreater Syracuse-Auburn Area, United States
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KB
Karyna Boutaba
Colleague at Bank Of America Merrill LynchUnited Kingdom
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PF
Paul F.
Colleague at Bank Of America Merrill LynchRochester, England, United Kingdom
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JC
Jesica Campos
Colleague at Bank Of America Merrill LynchLos Angeles, California, United States
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CB
Christopher Brown Johnson
Colleague at Bank Of America Merrill LynchGreater Boston, United States
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SJ
Siew Jin Boo
Colleague at Bank Of America Merrill LynchSingapore
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AR
Amanda Rahal
Colleague at Bank Of America Merrill LynchNew York, United States
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SM
Sharon Miller
Colleague at Bank Of America Merrill LynchConcord, North Carolina, United States
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TS
Tonia Stone
Colleague at Bank Of America Merrill LynchPotwin, Kansas, United States
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Brandon Lim
Colleague at Bank Of America Merrill LynchSingapore
View →
MM
Mark Meyers
Colleague at Bank Of America Merrill LynchGreater Syracuse-Auburn Area, United States
View →
KB
Karyna Boutaba
Colleague at Bank Of America Merrill LynchUnited Kingdom
View →
PF
Paul F.
Colleague at Bank Of America Merrill LynchRochester, England, United Kingdom
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JC
Jesica Campos
Colleague at Bank Of America Merrill LynchLos Angeles, California, United States
View →
CB
Christopher Brown Johnson
Colleague at Bank Of America Merrill LynchGreater Boston, United States
View →
SJ
Siew Jin Boo
Colleague at Bank Of America Merrill LynchSingapore
View →
AR
Amanda Rahal
Colleague at Bank Of America Merrill LynchNew York, United States
View →
SM
Sharon Miller
Colleague at Bank Of America Merrill LynchConcord, North Carolina, United States
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TS
Tonia Stone
Colleague at Bank Of America Merrill LynchPotwin, Kansas, United States
View →
2 education records
Karen Lee education
Executive Program I Stanford Lead: Corporate Innovation Certificate
Bachelor Of Arts (B.A.)
FAQ
Frequently asked questions about Karen Lee
Quick answers generated from the profile data available on this page.
What company does Karen Lee work for?
Karen Lee works for Bank of America Merrill Lynch.
What is Karen Lee's role at Bank of America Merrill Lynch?
Karen Lee is listed as AVP, Financial Solutions Advisor at Bank of America and Merrill Lynch at Bank of America Merrill Lynch.
What is Karen Lee's email address?
AeroLeads has found 1 work email signal at @loftscience.com for Karen Lee at Bank of America Merrill Lynch.
Where is Karen Lee based?
Karen Lee is based in San Francisco Bay Area, United States while working with Bank of America Merrill Lynch.
What companies has Karen Lee worked for?
Karen Lee has worked for Bank Of America Merrill Lynch, Loft Science, One Pacific Financial & Insurance Solutions Llc, Trippian, and Aircook.
Who are Karen Lee's colleagues at Bank of America Merrill Lynch?
Karen Lee's colleagues at Bank of America Merrill Lynch include Brandon Lim, Mark Meyers, Karyna Boutaba, Paul F., and Jesica Campos.
How can I contact Karen Lee?
You can use AeroLeads to view verified contact signals for Karen Lee at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Karen Lee attend?
Karen Lee holds Executive Program I Stanford Lead: Corporate Innovation Certificate from Stanford University Graduate School Of Business.
What skills is Karen Lee known for?
Karen Lee is listed with skills including Wealth Management, Portfolio Management, Fixed Income, Leadership, Start Ups, Financial Planning, Finance, and Series 7.
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