Vice President Client Services
Current
Apr 2022 - Present
AeroLeads people directory · profile
Sam Lee Email & Phone Number
Vice President - Client Services at Fisher Investments
at
Fisher Investments
1 work email found
@fisherinvestments.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President - Client Services at Fisher Investments
Location
Portland, Oregon Metropolitan Area, United States
Company size
Who is Sam Lee? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sam Lee is listed as Vice President - Client Services at Fisher Investments at Fisher Investments, a company with 2996 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Sam Lee.
Sam Lee previously worked as Vice President Client Services at Fisher Investments and Account Executive Manager at Fisher Investments. Sam Lee holds Bachelor Of Science - Bs, Accounting, 3.840 from Oakland City University.
Company email context
Email format at Fisher Investments
This section adds company-level context without repeating Sam Lee's masked contact details.
{first}.{last}@fisherinvestments.com
89% confidence
AeroLeads found 1 current-domain work email signal for Sam Lee. Compare company email patterns before reaching out.
Profile bio
About Sam Lee
FIsher Investments - Vice President, Client Services
Listed skills include Financial Services, Series 7, Series 63, Series 65, and 5 others.
Current workplace
Sam Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
Fisher Investments
5 roles
Sam Lee work experience
A career timeline built from the work history available for this profile.
Account Executive Manager
Dec 2019 - Apr 2022
Investment Counselor - Uk Client Services
Developed and delivered financial planning knowledge to clients as well as maintained portfolio strategy aligned with each client goals. Built, administered, and strengthened relationships with 180+ clients, valued at ~$170M. Provided effective leadership and training to new Investment Counselors on best practices development and execution.
Jan 2017 - Dec 2019
Financial Services Representative
Jan 2017 - Dec 2017
Account Manager
Jun 2015 - Oct 2015
Team & coworkers
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
YM
Yesenia Mendez
Colleague at Fisher Investments
Dallas-Fort Worth Metroplex, United States
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FM
Fred Means, Cfp®, Cws®, Mba
Colleague at Fisher Investments
Miami-Fort Lauderdale Area, United States
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KN
Karl Nicholas Kosk Fischer
Colleague at Fisher Investments
Plano, Texas, United States, United States
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BG
Bryant Gauthier
Colleague at Fisher Investments
Nashua, New Hampshire, United States, United States
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AG
Alex Groh
Colleague at Fisher Investments
Camas, Washington, United States, United States
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EH
Emily Hays
Colleague at Fisher Investments
Portland, Oregon Metropolitan Area, United States
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SB
Sean Backs
Colleague at Fisher Investments
Tampa, Florida, United States, United States
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TF
Tony Falaro
Colleague at Fisher Investments
Carlsbad, California, United States, United States
View →
NM
Nick Montgomery
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
MA
Manuela Ariza
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
Yesenia Mendez
Colleague at Fisher Investments
Dallas-Fort Worth Metroplex, United States
View →
FM
Fred Means, Cfp®, Cws®, Mba
Colleague at Fisher Investments
Miami-Fort Lauderdale Area, United States
View →
KN
Karl Nicholas Kosk Fischer
Colleague at Fisher Investments
Plano, Texas, United States, United States
View →
BG
Bryant Gauthier
Colleague at Fisher Investments
Nashua, New Hampshire, United States, United States
View →
AG
Alex Groh
Colleague at Fisher Investments
Camas, Washington, United States, United States
View →
EH
Emily Hays
Colleague at Fisher Investments
Portland, Oregon Metropolitan Area, United States
View →
SB
Sean Backs
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
TF
Tony Falaro
Colleague at Fisher Investments
Carlsbad, California, United States, United States
View →
NM
Nick Montgomery
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
MA
Manuela Ariza
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
2 education records
Sam Lee education
Bachelor Of Science - Bs, Accounting, 3.840
Bachelor Of Science - Bs, Business Management, 3.840
FAQ
Frequently asked questions about Sam Lee
Quick answers generated from the profile data available on this page.
What company does Sam Lee work for?
Sam Lee works for Fisher Investments.
What is Sam Lee's role at Fisher Investments?
Sam Lee is listed as Vice President - Client Services at Fisher Investments at Fisher Investments.
What is Sam Lee's email address?
AeroLeads has found 1 work email signal at @fisherinvestments.com for Sam Lee at Fisher Investments.
Where is Sam Lee based?
Sam Lee is based in Portland, Oregon Metropolitan Area, United States while working with Fisher Investments.
What companies has Sam Lee worked for?
Sam Lee has worked for Fisher Investments, Scottrade, and State Farm ®.
Who are Sam Lee's colleagues at Fisher Investments?
Sam Lee's colleagues at Fisher Investments include Yesenia Mendez, Fred Means, Cfp®, Cws®, Mba, Karl Nicholas Kosk Fischer, Bryant Gauthier, and Alex Groh.
How can I contact Sam Lee?
You can use AeroLeads to view verified contact signals for Sam Lee at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Sam Lee attend?
Sam Lee holds Bachelor Of Science - Bs, Accounting, 3.840 from Oakland City University.
What skills is Sam Lee known for?
Sam Lee is listed with skills including Financial Services, Series 7, Series 63, Series 65, Investments, Sales, Coaching, and Communication.
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