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Michael Lee Email & Phone Number

Investment Operations and Planning Director at Northwestern Mutual
Location: Tampa, Florida, United States 9 work roles 1 school
1 work email found @smesgroup.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@smesgroup.com
LinkedIn Profile matched
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Current company
Role
Investment Operations and Planning Director
Location
Tampa, Florida, United States
Company size

Who is Michael Lee? Overview

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Quick answer

Michael Lee is listed as Investment Operations and Planning Director at Northwestern Mutual, a with 37473 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at smesgroup.com and a matched LinkedIn profile for Michael Lee.

Michael Lee previously worked as Financial Advisor at Northwestern Mutual and Co-Founder at Comscend. Michael Lee holds Bachelor Of Business Administration (Bba), Business/Managerial Economics from Kent State University.

Company email context

Email format at Northwestern Mutual

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{first_initial}{last}@smesgroup.com
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AeroLeads found 1 current-domain work email signal for Michael Lee. Compare company email patterns before reaching out.

Profile bio

About Michael Lee

Michael Lee is a Investment Operations and Planning Director at Northwestern Mutual. He possess expertise in direct sales, solution selling, sales, account management, telecommunications and 45 more skills. Colleagues describe him as "During the time I worked with Michael, I could clearly see that he cares about his clients and is focused on their success. He would push to get business done but never push to hard. I would welcome the opportunity to work with Michael again in the future.", "It is rare that you come across a standout talent like Michael. I had the pleasure of working with Michael for nearly 2 years at SME Solutions Group. Michael and I worked on multiple projects together and his positive attitude was always infectious. Michael is the kind of person you want in your office just so you have the chance to bump into each other in the hallway. When he is there, the entire environment changes for the better. Michael's understanding of the sales process from beginning to end is also exemplary. I would have no hesitation about working with Michael in the future.", and "In the time I've known Michael, it is clear that he cares about his clients and their needs. He's knowledgeable and goes the extra mile to make sure that they are taken care of."

Listed skills include Direct Sales, Solution Selling, Sales, Account Management, and 46 others.

Current workplace

Michael Lee's current company

Company context helps verify the profile and gives searchers a useful next step.

Northwestern Mutual
Northwestern Mutual
Investment Operations and Planning Director
Tampa, FL, US
Employees
37473
AeroLeads page
9 roles

Michael Lee work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Milwaukee, Wi, Us

As a comprehensive financial advisor, my mission is to develop enduring relationships with my clients by providing expert guidance for a lifetime of financial security. I keep your big picture and dreams in focus. My team and I provide personalized plans that bring all aspects of your financial life together with a strategic mix of insurance and investments working together in alignment with your goals. Our team works with clients to identify their overall financial needs and then focus on solutions that can help make their goals a reality. We help find the right solutions for our client's by creating a holistic personal plan designed to make it happen, revealing possibilities while protecting them from the unexpected.michael.w.lee@nm.com602-741-4170

Jun 2022 - Present

Co-Founder

Current

Tampa , Florida, Us

Jan 2017 - Present

Business Development And Partner Manager

Tampa, Fl, Us

I am responsible for business development as well as developing and bringing value to the partners we work with. I have built out our CRM, put in sales guidelines, processes, and sales cycles that we use to provide our clients, prospects and partners the best engagement possible.

Aug 2019 - Jun 2022

Enterprise Account Manager

Monroe, La, Us

I specialize in helping companies with the growing IT demands and security. I work with businesses to bring their concepts to life by leveraging CenturyLink's world class IP Network and Cloud services.

Apr 2014 - Jan 2017

Area Sales Manager

Monroe, La, Us

I am responsible for driving sales through a multiple of channels for both residential and small business customers.

Apr 2011 - Mar 2014

Telesales Manager

Monroe, La, Us

I was responsible for supporting, training and developing a sales team of 12-20 consultants.

Aug 2003 - Mar 2010

Sales Consultant

Monroe, La, Us

Responsible for taking inbound sales and service calls and create and transition into sales opportunities to meet monthly sales goals.

Jun 2001 - Jul 2003

Outside Sales Representative

Arch Wireless

I was responsible for servicing and selling products to my existing portfolio as well as being responsible to generating new leads and opportunities (business sales).

Apr 1997 - Apr 2001
Team & coworkers

Colleagues at Northwestern Mutual

Other employees you can reach at northwesternmutual.com. View company contacts for 37473 employees →

1 education record

Michael Lee education

  • Kent State University
    Kent State University
    Business/Managerial Economics
FAQ

Frequently asked questions about Michael Lee

Quick answers generated from the profile data available on this page.

What company does Michael Lee work for?

Michael Lee works for Northwestern Mutual.

What is Michael Lee's role at Northwestern Mutual?

Michael Lee is listed as Investment Operations and Planning Director at Northwestern Mutual.

What is Michael Lee's email address?

AeroLeads has found 1 work email signal at @smesgroup.com for Michael Lee at Northwestern Mutual.

Where is Michael Lee based?

Michael Lee is based in Tampa, Florida, United States while working with Northwestern Mutual.

What companies has Michael Lee worked for?

Michael Lee has worked for Northwestern Mutual, Comscend, Sme Solutions Group, Inc., Centurylink, and Qwest.

Who are Michael Lee's colleagues at Northwestern Mutual?

Michael Lee's colleagues at Northwestern Mutual include Aaron Garrett, Dan Jolliff, Colleen O'Donoghue, Nina Monafo, and Manie Steyn.

How can I contact Michael Lee?

You can use AeroLeads to view verified contact signals for Michael Lee at Northwestern Mutual, including work email, phone, and LinkedIn data when available.

What schools did Michael Lee attend?

Michael Lee holds Bachelor Of Business Administration (Bba), Business/Managerial Economics from Kent State University.

What skills is Michael Lee known for?

Michael Lee is listed with skills including Direct Sales, Solution Selling, Sales, Account Management, Telecommunications, Managed Services, Sales Management, and Telephony.

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