Karen Lee

Karen Lee Email and Phone Number

Founder and CEO @ Loft Science
California, United States
Karen Lee's Location
San Francisco Bay Area, United States
Karen Lee's Contact Details

Karen Lee work email

Karen Lee personal email

n/a
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.

Karen Lee's Current Company Details
Loft Science

Loft Science

View
Founder and CEO
California, United States
Website:
loftscience.com
Employees:
2
Karen Lee Work Experience Details
  • Loft Science
    Founder And Ceo
    Loft Science
    California, United States
  • One Pacific Financial & Insurance Solutions Llc
    Financial Representative
    One Pacific Financial & Insurance Solutions Llc Aug 2024 - Present
    Campbell, California, United States
    Helping 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.
  • Trippian
    Founder & Ceo
    Trippian Jul 2021 - Present
    Mountain View, California, United States
    Imagine 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.
  • Loft Science
    Founder & Ceo
    Loft Science Nov 2019 - Present
    San Francisco Bay Area
  • Aircook
    Founder & Manager
    Aircook Sep 2019 - Sep 2021
    San Francisco Bay Area
  • Positive Impact Wealth Management
    Founder, Financial Advisor
    Positive Impact Wealth Management Jul 2014 - Jun 2016
  • J.P. Morgan
    Vp Private Client Advisor
    J.P. Morgan Apr 2012 - Jul 2014
    Los Altos, California
  • Hsbc
    Vice President, Financial Advisor
    Hsbc Jan 2010 - Apr 2012
    Palo Alto, California
  • Citi
    Financial Advisor
    Citi Aug 2005 - Jan 2010
    Sunnyvale, California
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jan 2004 - Aug 2005
    Menlo Park, California
  • Prudential Financial
    Financial Planner
    Prudential Financial Dec 2002 - Jan 2004
    Las Vegas, Nevada
  • K&D Interactive, Llc
    Co-Founder & Manager
    K&D Interactive, Llc Sep 1998 - Dec 2003
    Las Vegas, Nevada

Karen Lee Skills

Wealth Management Portfolio Management Fixed Income Leadership Start Ups Financial Planning Finance Series 7 Equities

Karen Lee Education Details

Frequently Asked Questions about Karen Lee

What company does Karen Lee work for?

Karen Lee works for Loft Science

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

Karen Lee's current role is Founder and CEO.

What is Karen Lee's email address?

Karen Lee's email address is ka****@****nce.com

What schools did Karen Lee attend?

Karen Lee attended Stanford University Graduate School Of Business, University Of Nevada-Las Vegas.

What skills is Karen Lee known for?

Karen Lee has skills like Wealth Management, Portfolio Management, Fixed Income, Leadership, Start Ups, Financial Planning, Finance, Series 7, Equities.

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