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Sam Lee Email & Phone Number

Vice President Client Services at Fisher Investments
Location: Portland, Oregon Metropolitan Area, United States 5 work roles 2 schools
1 work email found @fisherinvestments.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@fisherinvestments.com
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Current company
Fisher Investments
Role
Vice President Client Services
Location
Portland, Oregon Metropolitan Area, United States
Company size
2996 employees

Who is Sam Lee? Overview

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Quick answer

Sam Lee is listed as Vice President Client Services at Fisher Investments, a 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 Account Executive Manager at Fisher Investments and Investment Counselor - UK Client Services 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

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{first}.{last}@fisherinvestments.com
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AeroLeads found 1 current-domain work email signal for Sam Lee. Compare company email patterns before reaching out.

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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
Fisher Investments
Vice President Client Services
camas, washington, united states
Website
fisherinvestments.com
Employees
2996
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Company profile
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5 roles

Sam Lee work experience

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

Vice President Client Services

Current
Fisher Investments

Camas, Washington, United States

Apr 2022 - Present

Investment Counselor - Uk Client Services

Fisher Investments

Camas, Washington

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

Scottrade

St Louis, Missouri, United States

Jan 2017 - Dec 2017

Account Manager

State Farm ®

Oakland City, Indiana

Jun 2015 - Oct 2015
Team & coworkers

Colleagues at Fisher Investments

Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →

KW Kayanna Warfield Kayanna Warfield Colleague at Fisher InvestmentsTampa, Florida, United States View → MW Marissa Walter Marissa Walter Colleague at Fisher InvestmentsTampa, Florida, United States View → JD Jeffrey Doty Jeffrey Doty Colleague at Fisher InvestmentsTampa, Florida, United States View → CM Carol Mesias Carol Mesias Colleague at Fisher InvestmentsDallas-Fort Worth Metroplex, United States View → MA Madeline Ashbeck Madeline Ashbeck Colleague at Fisher InvestmentsVancouver, Washington, United States View → AP Alec Palmer Alec Palmer Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States View → RV Ross Von Minden, Cfp® Ross Von Minden, Cfp® Colleague at Fisher InvestmentsNashville, Tennessee, United States View → RP Riley Piper Riley Piper Colleague at Fisher InvestmentsTampa, Florida, United States View → JN Jasmine Nomura Jasmine Nomura Colleague at Fisher InvestmentsVancouver, Washington, United States View → NU Noah Uresti Noah Uresti Colleague at Fisher InvestmentsPrairie Village, Kansas, United States View →
2 education records

Sam Lee education

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.

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 Kayanna Warfield, Marissa Walter, Jeffrey Doty, Carol Mesias, and Madeline Ashbeck.

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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