Karla Lee

Karla Lee Email and Phone Number

Branch Manager @ Morgan Stanley
Walnut Creek, CA, US
Karla Lee's Location
Walnut Creek, California, United States, United States
Karla Lee's Contact Details
About Karla Lee

Leader in Financial Services strategy and execution. Enjoys driving growth through value added experiences, purposeful partnerships and exceptional ideas.

Karla Lee's Current Company Details
Morgan Stanley

Morgan Stanley

View
Branch Manager
Walnut Creek, CA, US
Employees:
94640
Karla Lee Work Experience Details
  • Morgan Stanley
    Branch Manager
    Morgan Stanley
    Walnut Creek, Ca, Us
  • Morgan Stanley
    Operations Manager
    Morgan Stanley May 2022 - Present
    Palo Alto, California, United States
  • J.P. Morgan Chase Bank, N.A.
    Bay Area Region Director Banking And Wealth Management
    J.P. Morgan Chase Bank, N.A. Mar 2018 - Dec 2020
    San Francisco Bay Area
  • Bank Of America Merrill Lynch
    Region Operations Executive
    Bank Of America Merrill Lynch Aug 2015 - Mar 2018
    San Francisco Bay Area
    Strategy and Execution of responsible growth in the Consumer channel. Focus on risk management and regulatory adherence in all aspects of consumer and small business banking. Direct responsibility for all Northern Ca Financial Centers in all aspects of performance with partnerships in the sales organization and digital channels.
  • Bank Of America
    Area Executive San Francisco
    Bank Of America Nov 2013 - Aug 2015
    San Francisco Bay Area
    Responsibility over the Business growth in the Bay Area. Focus on E2E Talent development, effective partnerships and overall market share for a top marketplace.
  • Bank Of America
    Sales Performance Executive
    Bank Of America Nov 2012 - Nov 2013
    Manage the growth of a large consumer portfolio in the West Coast. Strategy through execution for the Banking Center Channel. Key partnership development and execution to maximize pockets of revenue
  • Bank Of America
    Regional Business Support Executive
    Bank Of America Dec 2009 - Jan 2012
    Strategic work for the West Coast franchise. focused on revenue growth and maxiizing efficiencies. Initiative development and deployment for the Banking Center franchise.
  • Bank Of America
    Area Executive
    Bank Of America Jan 2011 - Nov 2011
    Local Leader for Los Angeles, focused on revenue growth and key community liasons. Associate Development for all leadership roles in the Banking Center Channel. Development of internal and external partnerships.
  • Bank Of America
    Consumer Market Manager
    Bank Of America Jan 2005 - Nov 2007
    Greater Boston Area
    Local Leader for the downtown Boston franchise. Responsible for growth in revenues through Associate development and key partnerships.
  • First Interstate Bank
    Teller
    First Interstate Bank 1990 - 1992
    Greater Seattle Area

Karla Lee Skills

Horses Farms Ranch Equestrian Horse Training Negotiation Leadership Commercial Banking Loans Small Business Lending Mortgage Lending Team Leadership Financial Analysis Loan Origination Strategic Planning Credit Cards Credit Risk Mortgage Banking Credit Talent Management Management Fha Banking Risk Assessment Relationship Management Strategy Financial Services Retail Banking Executive Management Underwriting Deposits Cross Selling Public Relations Corporate Communications Treasury Management Branch Banking Public Speaking Risk Management Consumer Lending Finance Customer Service Sales Regulatory Compliance Loss Prevention Business Relationship Management

Karla Lee Education Details

Frequently Asked Questions about Karla Lee

What company does Karla Lee work for?

Karla Lee works for Morgan Stanley

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

Karla Lee's current role is Branch Manager.

What is Karla Lee's email address?

Karla Lee's email address is ka****@****gan.com

What schools did Karla Lee attend?

Karla Lee attended University Of San Francisco School Of Management, University Of Washington, Toulouse Lautrec Institute Of Design.

What are some of Karla Lee's interests?

Karla Lee has interest in Economic Empowerment, Education, Science And Technology, Human Rights, Health.

What skills is Karla Lee known for?

Karla Lee has skills like Horses, Farms, Ranch, Equestrian, Horse Training, Negotiation, Leadership, Commercial Banking, Loans, Small Business Lending, Mortgage Lending, Team Leadership.

Who are Karla Lee's colleagues?

Karla Lee's colleagues are Krishna M, Rebecca Kim, Bill Miller, Akhilesh Chitte, Natalie Buniatyan, Kwayne Estrim, Chintan Mistry.

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