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Scott M. Lee, Cfa Email & Phone Number
Head of Distribution, North America
at
EFG ASSET MANAGEMENT (AMERICAS) CORP.
2 work emails found
@frk.com
1 phone found area 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Distribution, North America
Location
San Mateo, California, United States
Who is Scott M. Lee, Cfa? Overview
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Quick answer
Scott M. Lee, Cfa is listed as Head of Distribution, North America at EFG ASSET MANAGEMENT (AMERICAS) CORP., based in San Mateo, California, United States. AeroLeads shows a work email signal at frk.com, phone signal with area code 800, and a matched LinkedIn profile for Scott M. Lee, Cfa.
Scott M. Lee, Cfa previously worked as Head Of Distribution at Osterweis Capital Management and SENIOR VICE PRESIDENT, HEAD OF US INSTITUTIONAL (2007-2017) at Franklin Templeton. Scott M. Lee, Cfa holds Bachelor Of Arts (B.A.), Economics from University Of California, Santa Cruz.
Company email context
Email format at EFG ASSET MANAGEMENT (AMERICAS) CORP.
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*@frk.com
71% confidence
AeroLeads found 2 current-domain work email signals for Scott M. Lee, Cfa. Compare company email patterns before reaching out.
Profile bio
About Scott M. Lee, Cfa
β π©πππ¨π π£π₯π’π£π’π¦ππ§ππ’π‘As a global investment sales executive, I transform institutional markets businesses, and coach and shape teams to optimize performance and stimulate growth at unprecedented rates. I excel in institutional asset management spanning relationship management, client services, sales, and marketing. My body of work demonstrates strategies that deliver billions of dollars in new AUM, revenue, and profit for globally renowned organizations. Known as a growth partner, I stay connected to the clientsβ needs, acting as a partner to reach their goals. My history of expanding markets with new business, closing deals, and achieving an 80% AUM retention rate speaks to my success with strategic top-tier clients. I thrive as a player/coach, shaping and mentoring collaborative, high-performing teams to identify opportunities, mitigate potential risk, and overcome obstacles to achieve commercial success.β π§ππ π‘π¨π πππ₯π¦β£ Sales Growth - $1B to $15Bβ£ Existing Business β 30% to 53%β£ CAGR β 36% in 4 yearsβ£ Global Bond Growth β 0% to 40%β£ Defined-Contribution Growth - $5B to $18Bβ£ Insurance GA Growth - $0 to $4.5B AUMβ ππ‘πππ¨ππ‘ππ & ππ π£πππ§β£ Captured expanded market with new accounts, as well as stimulated new profits with existing clients.β£ Architected transformative sales growth strategies, targets, and KPIs.β£ Expanded and strengthened the brand with launch of multi-pronged growth initiatives.β£ Created a collaborative, performance-based work culture, improving individual and team outcomes.β π©πππ¨ππ ππ«π£ππ₯π§ππ¦πβNew Business DevelopmentβInvestor RelationsβClient Relationship Management (CRM)βAsset ManagementβChange AgentβExecutive LeadershipβInstitutional InvestmentsβMarket ExpansionβProfit & Revenue OptimizationβSales & Marketing DevelopmentβWealth ManagementIf you need strong growth- and results-driven leadership to move your organization to its next level of success, contact me at goldentrout12@yahoo.com.
Listed skills include Alternative Investments, Leadership Transformation, Account Management, Organizational Change Management, and 44 others.
Current workplace
Scott M. Lee, Cfa's current company
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Efg Asset Management (Americas) Corp.
AeroLeads page
6 roles · 31 years
Scott M. Lee, Cfa work experience
A career timeline built from the work history available for this profile.
Head Of Distribution
β π¦ππ’π£π: Key growth partner in creating the vision and accelerating expansion of the institutional and retail businesses, pioneering the launch in 2017 and gain in 4 years from $25M to $450M+ securing organization as a premium investment partner to Wall Streetβs premier institutional investors. Architected the roadmap and go-to-market strategy for the.
2017 - 2022
~5 yrs
Senior Vice President, Head Of Us Institutional (2007-2017)
β π¦ππ’π£π: Critical contributor and coach in expanding the US institutional business 14X over 10 years for this 70-year-old global investment management organization operating in 30+ countries with $1.4T AUM. Steered all facets of transforming the go-to-market (GTM) vision and strategy, directed a $256M P&L with 34% margin, 36% CAGR, and led a 70-member team.
1995 - 2017
~22 yrs
Senior Vice President & Director, Global Strategic Services
β π¦ππ’π£π: While in London, designed a regional client service process to maximize profit and reduce integration challenges for new JVs/acquisitions, which was adopted globally, including onboarding of new accounts, and pricing and delivery standards. Scouted and recommended growth areas, spearheading initiatives to expand global asset management and.
2005 - 2007
~2 yrs
Senior Vice President, Retirement Division
β π¦ππ’π£π: Catapulted investment-only AUM 10X from $5B to $55B in defined-contribution, variable annuity, bank trust, and sub-advised plans. Developed and shaped a formal institutional sales team while directing all facets of sales, marketing, operations, and client services.β π’π₯πππ‘ππππ§ππ’π‘ππ ππ π£πππ§:β£ Grew market 35% in existing investment-only platforms.
2004 - 2005
~1 yr
Senior Vice President, Defined Contribution Services | Retirement Division
β π¦ππ’π£π: Selected specifically by senior leadership to reverse this underperforming group, igniting a 2,700% boost to the bottom-line and shaping a cross-functional team to dive deep into the book of business, aligning priorities to exceed targets.β π’π₯πππ‘ππππ§ππ’π‘ππ ππ π£πππ§:β£ Cut OpEx and restructured the sales force while revamping the compensation.
2003 - 2004
~1 yr
1 education record
Scott M. Lee, Cfa education
FAQ
Frequently asked questions about Scott M. Lee, Cfa
Quick answers generated from the profile data available on this page.
What company does Scott M. Lee, Cfa work for?
Scott M. Lee, Cfa works for EFG ASSET MANAGEMENT (AMERICAS) CORP..
What is Scott M. Lee, Cfa's role at EFG ASSET MANAGEMENT (AMERICAS) CORP.?
Scott M. Lee, Cfa is listed as Head of Distribution, North America at EFG ASSET MANAGEMENT (AMERICAS) CORP..
What is Scott M. Lee, Cfa's email address?
AeroLeads has found 2 work email signals at @frk.com for Scott M. Lee, Cfa at EFG ASSET MANAGEMENT (AMERICAS) CORP..
What is Scott M. Lee, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Scott M. Lee, Cfa at EFG ASSET MANAGEMENT (AMERICAS) CORP..
Where is Scott M. Lee, Cfa based?
Scott M. Lee, Cfa is based in San Mateo, California, United States while working with EFG ASSET MANAGEMENT (AMERICAS) CORP..
What companies has Scott M. Lee, Cfa worked for?
Scott M. Lee, Cfa has worked for Efg Asset Management (Americas) Corp., Osterweis Capital Management, Franklin Templeton, and Franklin Templeton Investments.
How can I contact Scott M. Lee, Cfa?
You can use AeroLeads to view verified contact signals for Scott M. Lee, Cfa at EFG ASSET MANAGEMENT (AMERICAS) CORP., including work email, phone, and LinkedIn data when available.
What schools did Scott M. Lee, Cfa attend?
Scott M. Lee, Cfa holds Bachelor Of Arts (B.A.), Economics from University Of California, Santa Cruz.
What skills is Scott M. Lee, Cfa known for?
Scott M. Lee, Cfa is listed with skills including Alternative Investments, Leadership Transformation, Account Management, Organizational Change Management, Financial Modeling, Capital Markets, Cross Selling, and Cross Cultural Management.
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