Lee Shelton

Lee Shelton Email and Phone Number

Wells Fargo Wealth Management, Lead Closely Held Asset Manager @
Lee Shelton's Location
Dallas, Texas, United States, United States
Lee Shelton's Contact Details

Lee Shelton personal email

n/a
About Lee Shelton

Manage equity investments in private companies (closely held) that are held in trusts and estates.

Lee Shelton's Current Company Details
Wells Fargo Wealth Management.

Wells Fargo Wealth Management.

Wells Fargo Wealth Management, Lead Closely Held Asset Manager
Lee Shelton Work Experience Details
  • Wells Fargo Wealth Management.
    Lead Fiduciary Specialty Asset Manager
    Wells Fargo Wealth Management. Sep 2022 - Present
    Dallas, Texas, United States
  • Bank Of America Private Bank
    Director/Private Business Group
    Bank Of America Private Bank Feb 1997 - Sep 2022
    View

Lee Shelton Skills

Wealth Management Valuation Investment Management Investment Advisory Asset Allocation Asset Management High Net Worth Individuals Investments Financial Analysis Management Estate Planning Equities Wealth Management Services Risk Management Financial Planning Alternative Investments

Lee Shelton Education Details

Frequently Asked Questions about Lee Shelton

What company does Lee Shelton work for?

Lee Shelton works for Wells Fargo Wealth Management.

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

Lee Shelton's current role is Wells Fargo Wealth Management, Lead Closely Held Asset Manager.

What is Lee Shelton's email address?

Lee Shelton's email address is le****@****ust.com

What schools did Lee Shelton attend?

Lee Shelton attended Baylor University - Hankamer School Of Business, Baylor University - Hankamer School Of Business.

What skills is Lee Shelton known for?

Lee Shelton has skills like Wealth Management, Valuation, Investment Management, Investment Advisory, Asset Allocation, Asset Management, High Net Worth Individuals, Investments, Financial Analysis, Management, Estate Planning, Equities.

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