Spencer Lee, Ca, Cmca, Lcam Email and Phone Number
Spencer Lee, Ca, Cmca, Lcam personal email
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Spencer Lee, Ca, Cmca, Lcam is a Regional Vice President at PALM Partners. He possess expertise in financial analysis, equity research, microsoft office, microsoft excel, customer service and 36 more skills. Colleagues describe him as "I have the pleasure of working under Spencer as a Transition Specialist at Castle Group. Spencer’s guidance has fostered my personal growth and development in a professional environment. He leads by example through portraying characteristics such as humility, integrity, and compassion for his team. Spencer has made my time at Castle Group pleasurable and I hope to always have a manager who encompasses the team atmosphere like Spencer does. "
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Regional Vice PresidentPalm PartnersFort Lauderdale, Fl, Us -
Public AdjusterOakmont Public Adjusting Apr 2021 - PresentFort Lauderdale
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Director Of Associations / Insurance Loss ConsultantHorizon Public Adjusters Aug 2019 - Apr 2021
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Director Of OperationsCastle Group Aug 2018 - Aug 2019 -
Transition ManagerCastle Group Aug 2017 - Aug 2018Florida -
Transition Specialist / Property ManagerCastle Group Dec 2015 - Aug 2017 -
Commercial Executive / Project CoordinatorResolve Marine Group Aug 2014 - Dec 2015Fort Lauderdale, Fl / Dutch Harbor, Ak-Identify job opportunities for the Resolve Group of Companies. -Draft Salvage and Towing Contracts.-Draft Salvage Plans, Site Safety Plans, Dive Safety Plans and upgrade plans with work status. -Update clients, USCG, and all pertinent authorities on work progress.-Arrange Port formalities for floating assets entering and leaving both U.S. and foreign ports. -Coordinate services and materials to support field operations.-Coordinate the transportation of personnel and equipment to support field operations.-Arrange the charter of floating assets for clients and to support field operations-Ensure payroll information is submitted from Field Operations to Supervisor.-Provide services as a Project Coordinator when required. -Prepare client invoices for completed projects including review of invoices included in billing. -
Senior Research AnalystRedchip May 2014 - Aug 2014Maitland, Fl -
Equity Research AnalystRedchip Jul 2013 - May 2014Maitland, Fl-Calculate projected cash flows in order to conduct net present value analysis and ascertain valuations for client companies-Construct Excel spreadsheets using income statements, balance sheets, and statements of cash flows for in-depth financial analysis, financial modeling, and analyst reports-Hire, train, and mentor equity research analysts and interns in analysis and valuation processes -Coordinate with sales specialists in order to produce client presentations and conduct public earnings calls with microcap CEOs-Correspond with client CEOs in order to strengthen relationships and prospect for new clients-Compile data from company filings, press releases, conference calls, client meetings and other academic research in order to compose thoughtful research reports on emerging growth companies -Increased client company share value by 17% directly following the release of analyst report and proprietary investment thesis -
Account ExecutiveItk, Inc. Aug 2012 - Jan 2013Deland, Fl- Organized face-to-face meetings with high school athletic directors and booster clubs- Responsible for marketing mobile application to Broward County school district - Worked closely with the Chief Marketing Officer and Chief Creative Officer to increase mobile downloads by 42% - Assisted in the expansion of a start-up company by utilizing cold calling, prospecting, and lead generation - Helped to accelerate development of a 5-star rated Android & iPhone application
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InternLaidlaw & Company Jun 2010 - Aug 2010Fort Lauderdale, Fl
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Advanced Sales RepresentativeVector Marketing May 2010 - Aug 2010Fort Lauderdale, Fl- Scheduled one-on-one meetings with possible customers- Closed numerous sales deals- Achieved two promotions within the first two weeks
Spencer Lee, Ca, Cmca, Lcam Skills
Spencer Lee, Ca, Cmca, Lcam Education Details
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Finance: 3.91 Overall: 3.65 -
Cardinal Gibbons High School3.8 Gpa
Frequently Asked Questions about Spencer Lee, Ca, Cmca, Lcam
What company does Spencer Lee, Ca, Cmca, Lcam work for?
Spencer Lee, Ca, Cmca, Lcam works for Palm Partners
What is Spencer Lee, Ca, Cmca, Lcam's role at the current company?
Spencer Lee, Ca, Cmca, Lcam's current role is Regional Vice President.
What is Spencer Lee, Ca, Cmca, Lcam's email address?
Spencer Lee, Ca, Cmca, Lcam's email address is bo****@****ail.com
What schools did Spencer Lee, Ca, Cmca, Lcam attend?
Spencer Lee, Ca, Cmca, Lcam attended University Of Central Florida, Cardinal Gibbons High School.
What are some of Spencer Lee, Ca, Cmca, Lcam's interests?
Spencer Lee, Ca, Cmca, Lcam has interest in Education.
What skills is Spencer Lee, Ca, Cmca, Lcam known for?
Spencer Lee, Ca, Cmca, Lcam has skills like Financial Analysis, Equity Research, Microsoft Office, Microsoft Excel, Customer Service, Bloomberg Terminal, Teamwork, Marketing, Team Leadership, Analysis, Financial Modeling, Valuation.
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