Nathan Lee

Nathan Lee Email and Phone Number

VP of Technology with 14+ Years in Financial Services | Strategic Technology Leadership | Bridging Traditional Finance & Modern Tech for Business Excellence @ Simplicity Group Holdings
Nathan Lee's Location
Mount Pleasant, South Carolina, United States, United States
About Nathan Lee

With a knack for transforming ambitious ideas into operational successes, I offer a unique blend of technical expertise and business acumen honed over 14 years in the Financial Services industry. My academic grounding from the Georgia Institute of Technology, coupled with a successful tenure as a VP of Technology, has equipped me to navigate the complex waters of CRM project delivery and fintech innovation seamlessly.I excel in automating business processes, from marketing and lead generation, operations and client servicing, to revenue reconciliation. Whether it's codifying effective sales processes, constructing operation-focused RPA, creating business insights and analytics platforms, or optimizing CRM architecture, my approach is always geared towards efficiency and tangible results.My goal is to leverage my blend of technical and strategic acumen to drive digital transformations, foster innovation, and enable businesses to thrive in the competitive fintech landscape.

Nathan Lee's Current Company Details
Simplicity Group Holdings

Simplicity Group Holdings

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VP of Technology with 14+ Years in Financial Services | Strategic Technology Leadership | Bridging Traditional Finance & Modern Tech for Business Excellence
Nathan Lee Work Experience Details
  • Simplicity Group Holdings
    Vp Of Technology Solutions
    Simplicity Group Holdings Sep 2019 - Present
    Summit, New Jersey, Us
  • Linchpin Consulting
    Founder
    Linchpin Consulting Jan 2018 - Present
  • Signaturefd
    Director Of Marketing
    Signaturefd Nov 2015 - Dec 2017
    Atlanta, Georgia, Us
    I work directly with the SignatureFD team to develop digital and direct marketing strategies designed to attract prospective clients and deepen relationships with existing ones. As someone who thrives on wearing multiple hats, I am responsible for numerous marketing responsibilities, including social media, campaign deployment, collateral creation, PR, and building SignatureFD community initiatives.
  • The Impact Partnership
    Director Of Digital Marketing
    The Impact Partnership Jan 2014 - Nov 2015
    Marietta, Georgia, Us
    Data is FUN! If I can't track it, I don't do it.If I can't measure it, I don't do it.If I can't automate it, I don't do it.- As the first ever, Director of Digital Marketing, at the Impact Partnership, I have had a blue ocean opportunity to improve our digital footprint. Blogging, Social Media posts and community management, marketing automation, list segmentation, lead scoring, campaign response tracking, campaign ROI, and much more were instituted during this time.- Having been on the front lines as both a recruiter and wholesaler, I have unique insight that influences and improves our content designed to attract new clients.- As a former COO, I can "see" the entire process from lead creation through to revenue and anticipate pain points and/or bottlenecks before they happen.- Blog subscribers increased 500% in 6 weeks and the permission based email list doubled in 2 months.- Salesforce.com Certified Administrator, Infusionsoft, AutopilotHQ, Wistia, Leadpages.net, Zapier, Wordpress - these are all in my digital playground
  • Retirement Income Network
    Chief Operating/Martech Officer
    Retirement Income Network Sep 2010 - Jan 2014
    Atlanta, Ga, Us
    - As www.annuitythinktank.com became a full fledged start-up and re-branded to Retirement Income Network, I took on the additional responsibility of managing and improving our business processes and CRM platform (Salesforce.com)- Managed our case processing, licensing, recruiting and commissions teams- Supported company's tech support requests- Created custom fields, workflows, validation rules, reports, etc. within our CRM to minimize human error and maximize our efficiency- Integrated web-to-lead across 6 different websites and 61 unique forms- Weekly blog contributor- Lead the Transition Team when Retirement Income Network was acquired by The Impact Partnership
  • Annuity Think Tank
    Chief Operating/Martech Officer
    Annuity Think Tank Sep 2010 - Dec 2012
    - Helped leadership team transition Annuitythinktank.com from an idea to a fully formed and monetized business - See Retirement Income Network- Weekly Blog Contributor- Continued development of the Annuity Think Tank brand and brand strategy- Drive web site traffic, focus and repurpose website marketing message- Manage and improve lead flow- Created and implemented consumer facing marketing initiatives for our clients
  • Annuity Think Tank
    Founding Member - Independent Annuity Wholsaler
    Annuity Think Tank Sep 2010 - Dec 2012
    Annuity Think Tank is designed to cater to financial advisors and insurance professionals as the most comprehensive annuity information center in the country. Annuity Think Tank is a place they can count on to get unbiased and creative solutions for their clients including annuity calculators, lifetime income calculators, and a broad array of annuity white papers and reports.
  • Gameplan Financial
    Director Of Field Marketing
    Gameplan Financial Aug 2009 - Sep 2010
    - Part of a team tasked with recruiting insurance agents to work with GamePlan Financial- Lead and task management- Call Center and phone sales - Data entry- Insurance licensing
  • R And B Construction
    Project Manager
    R And B Construction Jan 2007 - Jan 2009
    Permit compliance, maintain schedule for trades and materials, oversee construction process, insure proper inspections are scheduled and completed, approve and document all expenditures associated with projects
  • Abode Development
    President
    Abode Development Nov 2005 - Jan 2007
    Co-Founder of a start-up Custom Home and Remodeling firm

Nathan Lee Skills

Fixed Annuities Marketing Retirement Life Insurance Insurance Leadership Retirement Planning Financial Services Financial Advisory Management Marketing Strategy Crm Wealth Wealth Management Email Marketing Finance Social Media Marketing 401k Mutual Funds Strategic Alliances Investments Salesforce.com Financial Planning Strategic Financial Planning Marketing Automation Estate Planning Iras Annuities Financial Planners

Nathan Lee Education Details

  • Georgia Institute Of Technology
    Georgia Institute Of Technology
    Management
  • Creekside High School
    Creekside High School
    College/University Preparatory And Advanced High School/Secondary Diploma Program

Frequently Asked Questions about Nathan Lee

What company does Nathan Lee work for?

Nathan Lee works for Simplicity Group Holdings

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

Nathan Lee's current role is VP of Technology with 14+ Years in Financial Services | Strategic Technology Leadership | Bridging Traditional Finance & Modern Tech for Business Excellence.

What is Nathan Lee's email address?

Nathan Lee's email address is na****@****oup.com

What is Nathan Lee's direct phone number?

Nathan Lee's direct phone number is +140451*****

What schools did Nathan Lee attend?

Nathan Lee attended Georgia Institute Of Technology, Creekside High School.

What skills is Nathan Lee known for?

Nathan Lee has skills like Fixed Annuities, Marketing, Retirement, Life Insurance, Insurance, Leadership, Retirement Planning, Financial Services, Financial Advisory, Management, Marketing Strategy, Crm.

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