Seunghan Lee

Seunghan Lee Email and Phone Number

Retirement and College Planning Representative @ Fidelity Investments
Chapel Hill, NC, US
Seunghan Lee's Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Seunghan Lee's Contact Details

Seunghan Lee personal email

n/a
About Seunghan Lee

Licensed trader in financial industry. Currently holding FINRA Series 7&63. Specializes in personal and small business retirement account operations, regulatory compliance. Expertise includes retirement savings and college planning. Bilingual (English & Korean). Self-driven professional with a Bachelor of Science - BS focused in Accounting from Liberty University.

Seunghan Lee's Current Company Details
Fidelity Investments

Fidelity Investments

View
Retirement and College Planning Representative
Chapel Hill, NC, US
Website:
fidelity.com
Employees:
83148
Company email:
Johrenk7@gmail.com
Seunghan Lee Work Experience Details
  • Fidelity Investments
    Retirement And College Planning Representative
    Fidelity Investments
    Chapel Hill, Nc, Us
    View
  • Fidelity Investments
    Retirement/College Planning Representative
    Fidelity Investments Sep 2022 - Present
    Boston, Ma, Us
    Specializes in individual retirement accounts and small business retirement plans for individuals and businesses. Knowledgeable in college savings account and planning. Consults with clients and helps them decide which plan/account suits their needs. deals with complex tax/financial issues and problems to provide solutions. executes trades and enters transfers in retirement accounts. Provides solutions to complex issues on tax/IRS rules for clients and internal business units.
    View
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Jun 2021 - Sep 2022
    Boston, Ma, Us
    View
  • Avalara
    Tax Compliance Analyst
    Avalara Apr 2021 - Jun 2021
    Durham, Nc, Us
    Tax Compliance Analyst
    View
  • Amerisave Mortgage Corporation
    Licensed Mortgage Specialist
    Amerisave Mortgage Corporation Nov 2020 - Apr 2021
    Atlanta, Ga, Us
    View
  • Amerisave Mortgage Corporation
    Mortgage Specialist
    Amerisave Mortgage Corporation Sep 2020 - Nov 2020
    Atlanta, Ga, Us
    View
  • Sojourners Inc.
    Assistant Manager
    Sojourners Inc. May 2013 - Nov 2020
  • Sojourners Inc.
    Retail Manager
    Sojourners Inc. May 2005 - May 2013

Seunghan Lee Skills

Korean Team Focused Microsoft Office Teamwork Microsoft Word Management Microsoft Excel English Time Management Microsoft Powerpoint

Seunghan Lee Education Details

  • Liberty University
    Liberty University
    Accounting

Frequently Asked Questions about Seunghan Lee

What company does Seunghan Lee work for?

Seunghan Lee works for Fidelity Investments

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

Seunghan Lee's current role is Retirement and College Planning Representative.

What is Seunghan Lee's email address?

Seunghan Lee's email address is sl****@****ojo.net

What schools did Seunghan Lee attend?

Seunghan Lee attended Liberty University.

What skills is Seunghan Lee known for?

Seunghan Lee has skills like Korean, Team Focused, Microsoft Office, Teamwork, Microsoft Word, Management, Microsoft Excel, English, Time Management, Microsoft Powerpoint.

Who are Seunghan Lee's colleagues?

Seunghan Lee's colleagues are Whitney Kocher-Nguyen, Kanyalakshmi G, Keith Gonneville, Derrick D. Jacks, Isra A. Q., Mark Flanagan, Rich Rosenthal.

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