Raymond Lee, Clu®, Cfp®

Raymond Lee, Clu®, Cfp® Email and Phone Number

Wealth Management Advisor @ Catalyst Planning Partners
Chicago, IL, US
Raymond Lee, Clu®, Cfp®'s Location
Greater Chicago Area, United States, United States
Raymond Lee, Clu®, Cfp®'s Contact Details

Raymond Lee, Clu®, Cfp® work email

Raymond Lee, Clu®, Cfp® personal email

n/a
About Raymond Lee, Clu®, Cfp®

Our team exists to unapologetically drive our clients to make legacy-minded decisions that change the narrative for future generations.…My professional background puts me in a unique position as an advisor. Graduating with a degree in Finance, I quickly joined the business consulting industry. As I sharpened my knowledge of business operation, process improvement and creative problem-solving, I recognized that I wanted a career that allowed me to spend more time with my family and have greater individual impact. I went on to build a second career in residential real estate. As that business grew, I set my sights on corporate real estate development…in 2007.…While I had been a Northwestern Mutual client for several years, a close friend and now colleague introduced me to the career professionally in 2010. I was initially attracted to the career by the potential financial opportunities it provided, but what convinced me to dive in and never look back was the opportunity to build true impact. Still today, I am driven deeply by the opportunity to unapologetically drive disciplined action in the lives of my clients.…📧 ray.lee@nm.com📞 312.641.8936📰 www.raylee-nm.com📱 www.fb.me/raylee …

Raymond Lee, Clu®, Cfp®'s Current Company Details
Catalyst Planning Partners

Catalyst Planning Partners

View
Wealth Management Advisor
Chicago, IL, US
Employees:
29
Raymond Lee, Clu®, Cfp® Work Experience Details
  • Catalyst Planning Partners
    Catalyst Planning Partners
    Chicago, Il, Us
  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual Jan 2010 - Present
    Milwaukee, Wi, Us
    With a focus on legacy, our team helps drive decisions that will change the narrative for future generations.We are the right fit for you if you are seeking to:✓ Discover a financial planning team that understand and operates in the finance industry, working with professionals on both the buy and sell-side (private equity, hedge funds, and investment banking) as well as start-ups.✓ Connect with financial planning professionals that understand both the opportunities and risks involved as a medical professional that owns and operates their own practice, especially as a dentist or oral surgeon, and as a practitioner with a unique and highly desired specialty.✓ Understand how comprehensive financial planning can impact the lives of start-up founders and advisors as they prepare for new funding rounds or successful exits.✓ Uncover the power of a robust financial plan as a business owner in the manufacturing industry.…📧 ray.lee@nm.com📞 312.641.8936📰 www.raylee-nm.com📱 www.fb.me/raylee
  • Century 21®
    Real Estate Broker
    Century 21® 2006 - 2010
    Madison, New Jersey, Us
  • Bearingpoint Consulting
    Senior Consultant
    Bearingpoint Consulting 2002 - 2006
    Amsterdam, Nl
  • Arthur Andersen (Official)
    Consultant
    Arthur Andersen (Official) Jul 2001 - Jul 2002

Raymond Lee, Clu®, Cfp® Skills

Consulting Finance Management Financial Analysis Financial Modeling Strategic Planning Strategy Project Management Leadership Process Improvement

Raymond Lee, Clu®, Cfp® Education Details

  • Gies College Of Business - University Of Illinois Urbana-Champaign
    Gies College Of Business - University Of Illinois Urbana-Champaign
    Finance
  • Glenbrook South
    Glenbrook South

Frequently Asked Questions about Raymond Lee, Clu®, Cfp®

What company does Raymond Lee, Clu®, Cfp® work for?

Raymond Lee, Clu®, Cfp® works for Catalyst Planning Partners

What is Raymond Lee, Clu®, Cfp®'s role at the current company?

Raymond Lee, Clu®, Cfp®'s current role is Wealth Management Advisor.

What is Raymond Lee, Clu®, Cfp®'s email address?

Raymond Lee, Clu®, Cfp®'s email address is ra****@****ual.com

What schools did Raymond Lee, Clu®, Cfp® attend?

Raymond Lee, Clu®, Cfp® attended Gies College Of Business - University Of Illinois Urbana-Champaign, Glenbrook South.

What skills is Raymond Lee, Clu®, Cfp® known for?

Raymond Lee, Clu®, Cfp® has skills like Consulting, Finance, Management, Financial Analysis, Financial Modeling, Strategic Planning, Strategy, Project Management, Leadership, Process Improvement.

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