Spencer Lee, Ca, Cmca, Lcam

Spencer Lee, Ca, Cmca, Lcam Email and Phone Number

Regional Vice President @ PALM Partners
Fort Lauderdale, FL, US
Spencer Lee, Ca, Cmca, Lcam's Location
Fort Lauderdale, Florida, United States, United States
Spencer Lee, Ca, Cmca, Lcam's Contact Details

Spencer Lee, Ca, Cmca, Lcam personal email

About Spencer Lee, Ca, Cmca, Lcam

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. "

Spencer Lee, Ca, Cmca, Lcam's Current Company Details
PALM Partners

Palm Partners

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Regional Vice President
Fort Lauderdale, FL, US
Spencer Lee, Ca, Cmca, Lcam Work Experience Details
  • Palm Partners
    Regional Vice President
    Palm Partners
    Fort Lauderdale, Fl, Us
  • Oakmont Public Adjusting
    Public Adjuster
    Oakmont Public Adjusting Apr 2021 - Present
    Fort Lauderdale
  • Horizon Public Adjusters
    Director Of Associations / Insurance Loss Consultant
    Horizon Public Adjusters Aug 2019 - Apr 2021
  • Castle Group
    Director Of Operations
    Castle Group Aug 2018 - Aug 2019
  • Castle Group
    Transition Manager
    Castle Group Aug 2017 - Aug 2018
    Florida
  • Castle Group
    Transition Specialist / Property Manager
    Castle Group Dec 2015 - Aug 2017
  • Resolve Marine Group
    Commercial Executive / Project Coordinator
    Resolve Marine Group Aug 2014 - Dec 2015
    Fort 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.
  • Redchip
    Senior Research Analyst
    Redchip May 2014 - Aug 2014
    Maitland, Fl
  • Redchip
    Equity Research Analyst
    Redchip Jul 2013 - May 2014
    Maitland, 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
  • Itk, Inc.
    Account Executive
    Itk, Inc. Aug 2012 - Jan 2013
    Deland, 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
  • Laidlaw & Company
    Intern
    Laidlaw & Company Jun 2010 - Aug 2010
    Fort Lauderdale, Fl
  • Vector Marketing
    Advanced Sales Representative
    Vector Marketing May 2010 - Aug 2010
    Fort 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

Financial Analysis Equity Research Microsoft Office Microsoft Excel Customer Service Bloomberg Terminal Teamwork Marketing Team Leadership Analysis Financial Modeling Valuation Start Ups Time Management Cold Calling Sales Presentation Skills Capital Markets Property Management Direct Sales Equity Valuation Creative Problem Solving Network Marketing Project Management Sales Management Microsoft Powerpoint Leadership Licensed Community Association Manager Jenark Management Public Speaking Grid Systems Business Development Customer Relationship Management Marine Salvage Bimco Contracts Accounts Receivable Invoicing Maritime Operations Maritime Microsoft Word Salesforce

Spencer Lee, Ca, Cmca, Lcam Education Details

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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