Raymond Lee, Clu®, Cfp® Email and Phone Number
Raymond Lee, Clu®, Cfp® work email
- Valid
Raymond Lee, Clu®, Cfp® personal email
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 …
Catalyst Planning Partners
View- Website:
- heritageplanningpartners.nm.com
- Employees:
- 29
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Catalyst Planning PartnersChicago, Il, Us -
Wealth Management AdvisorNorthwestern Mutual Jan 2010 - PresentMilwaukee, Wi, UsWith 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 -
Real Estate BrokerCentury 21® 2006 - 2010Madison, New Jersey, Us -
Senior ConsultantBearingpoint Consulting 2002 - 2006Amsterdam, Nl -
ConsultantArthur Andersen (Official) Jul 2001 - Jul 2002
Raymond Lee, Clu®, Cfp® Skills
Raymond Lee, Clu®, Cfp® Education Details
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Gies College Of Business - University Of Illinois Urbana-ChampaignFinance -
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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