Financial Advisor
Lpl Financial, At Kemba Financial Credit Union
AeroLeads people directory · profile
Matthew Lee Email & Phone Number
Financial Advisor
at
LPL Financial, at KEMBA Financial Credit Union
1 work email found
@kemba.org
5 phones found area 614
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
United States
Who is Matthew Lee? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matthew Lee is listed as Financial Advisor at LPL Financial, at KEMBA Financial Credit Union, based in United States. AeroLeads shows a work email signal at kemba.org, phone signal with area code 614, and a matched LinkedIn profile for Matthew Lee.
Matthew Lee previously worked as Financial Advisor, CUSO Financial Services L.P. at Kemba Financial Credit Union and Chief Financial Officer - Consultive at Gesund, Inc.. Matthew Lee holds Bachelor Of Science, Finance And Accountancy from Miami University.
Company email context
Email format at LPL Financial, at KEMBA Financial Credit Union
This section adds company-level context without repeating Matthew Lee's masked contact details.
{first_initial}{last}@kemba.org
86% confidence
AeroLeads found 1 current-domain work email signal for Matthew Lee. Compare company email patterns before reaching out.
Profile bio
About Matthew Lee
As the Program Manager of the KEMBA Retirement Planning & Investment Services, I am responsible for directing our team of financial advisors in their delivery of sound investment advice, services and solutions to our credit union membership. This position is responsible for leading, directing and managing the day to day investment group operations through execution of strategies supporting KEMBA's vision, and integration of wealth management products and services into member focused delivery channels. This position is also relies heavily on the ability to build partnerships with other internal and external business partners.Securities licensed in OH.Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Listed skills include Corporate Finance, Investment Banking, Equities, Financial Services, and 13 others.
Current workplace
Matthew Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
Lpl Financial, At Kemba Financial Credit Union
AeroLeads page
7 roles
Matthew Lee work experience
A career timeline built from the work history available for this profile.
Financial Advisor, Cuso Financial Services L.P.
KEMBA Financial Credit Union was founded in 1933 as the credit union for the employees of The Kroger Company. In fact, KEMBA stands for Kroger Employee Mutual Benefits Association. At KEMBA, we are committed to providing our members with quality financial products and exceptional service. The primary goal of KEMBA Financial Credit Union is to improve the economic well-being of our members. As a not-for-profit financial cooperative, KEMBA is committed to actively serve the people within our field of membership. We place high importance on consumer education and the teaching of financial thrift to our members.
Chief Financial Officer - Consultive
Gesund, Inc.
Privately held consulting firm applying best practices in development, strategic marketing and branding of consumer and companion animal health and wellness solutions for improved health outcomes.This was a disclosed Outside Business Activity, separate from my primary roles in the Financial Services industry.
Feb 2010 - Apr 2015
Managing Principal/Branch Office Manager
Ascend Advisory Group, Llc
Independent, wealth management firm offering investment management and financial planning services. Ascend Advisory Group is affiliated with Wells Fargo Advisors Financial Network, and has ~ $600M assets under management.
Dec 2007 - Jul 2013
Vice President Of Equity Trading
Among the largest independently owned, middle-market investment banking firms providing corporate finance and financial advisory services, including raising capital, mergers and acquisitions, and general financial advisory services.
Apr 2003 - Nov 2007
Head Of Equity Trading
Diamond Hill Securities
Independent investment management firm providing services to institutional and individual investors through mutual funds, separate accounts, and limited partnerships.
Mar 1999 - Sep 2002
Vice President Of Equity Trading
The Ohio Company/ Fifth Third Securities
Full service broker dealer and investment banking firm acquired by Fifth Third Bancorp.
Aug 1990 - Feb 1999
3 education records
Matthew Lee education
Bachelor Of Science, Finance And Accountancy
Executive Education, Negotiating For Positive Results
Wharton School Of Business
University Of Pennsylvania
FAQ
Frequently asked questions about Matthew Lee
Quick answers generated from the profile data available on this page.
What company does Matthew Lee work for?
Matthew Lee works for LPL Financial, at KEMBA Financial Credit Union.
What is Matthew Lee's role at LPL Financial, at KEMBA Financial Credit Union?
Matthew Lee is listed as Financial Advisor at LPL Financial, at KEMBA Financial Credit Union.
What is Matthew Lee's email address?
AeroLeads has found 1 work email signal at @kemba.org for Matthew Lee at LPL Financial, at KEMBA Financial Credit Union.
What is Matthew Lee's phone number?
AeroLeads has found 5 phone signal(s) with area code 614 for Matthew Lee at LPL Financial, at KEMBA Financial Credit Union.
Where is Matthew Lee based?
Matthew Lee is based in United States while working with LPL Financial, at KEMBA Financial Credit Union.
What companies has Matthew Lee worked for?
Matthew Lee has worked for Lpl Financial, At Kemba Financial Credit Union, Kemba Financial Credit Union, Gesund, Inc., Ascend Advisory Group, Llc, and Donnelly Penman & Partners.
How can I contact Matthew Lee?
You can use AeroLeads to view verified contact signals for Matthew Lee at LPL Financial, at KEMBA Financial Credit Union, including work email, phone, and LinkedIn data when available.
What schools did Matthew Lee attend?
Matthew Lee holds Bachelor Of Science, Finance And Accountancy from Miami University.
What skills is Matthew Lee known for?
Matthew Lee is listed with skills including Corporate Finance, Investment Banking, Equities, Financial Services, Retirement Planning, Investment Management, Wealth Management, and Mutual Funds.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Matthew Lee you were looking for.
Matthew Lee
2 email domains
Matthew Lee
6 email domains
Matthew Lee
3 email domains
Matthew Lee
7 email domains