Consumer Investments Market Leader
Current
Apr 2014 - Present
AeroLeads people directory · profile
Stephen Lee Email & Phone Number
Director, Consumer Investments Market Leader
at
Bank of America Merrill Lynch
1 work email found
@merrilledge.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Consumer Investments Market Leader
Location
Pasadena, California, United States
Company size
Who is Stephen Lee? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Stephen Lee is listed as Director, Consumer Investments Market Leader at Bank of America Merrill Lynch, a with 23988 employees, based in Pasadena, California, United States. AeroLeads shows a work email signal at merrilledge.com and a matched LinkedIn profile for Stephen Lee.
Stephen Lee previously worked as Consumer Investments Market Leader at Bank Of America Merrill Lynch and Branch Manager at Capstone Financial Group, Inc. (Capp). Stephen Lee holds Ba, International Studies from Uc Irvine.
Company email context
Email format at Bank of America Merrill Lynch
This section adds company-level context without repeating Stephen Lee's masked contact details.
slee@merrilledge.com
76% confidence
AeroLeads found 1 current-domain work email signal for Stephen Lee. Compare company email patterns before reaching out.
Profile bio
About Stephen Lee
Stephen Lee is a Director, Consumer Investments Market Leader at Bank of America Merrill Lynch. He possess expertise in leadership, asset allocation, investment advisory, retirement, series 7 and 15 more skills. He is proficient in Mandarin Chinese.
Listed skills include Leadership, Asset Allocation, Investment Advisory, Retirement, and 16 others.
Current workplace
Stephen Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
Bank Of America Merrill Lynch
9 roles
Stephen Lee work experience
A career timeline built from the work history available for this profile.
Branch Manager
Branch manager for the Irvine office of Capstone Affluent Strategies.
Oct 2013 - Mar 2014
Regional Manager
Sales manager for Financial Advisors in Southern CA, Central CA, a portion of Northern CA, and Nevada.
Apr 2010 - Oct 2013
Investment Manager
Sales manager for Financial Advisors in the Inland Empire region of CA.
Nov 2009 - Apr 2010
Financial Advisor Associate
Financial services and investment sales. Financial Advisor covering 2 branches in Anaheim, CA.Wamu Investments transitioned to Chase Investment Services Corp. in May, 2009.
Jan 2009 - Nov 2009
Manager, Financial Services
Sales manager for a team of Financial Advisors at Prudential Financial's Orange Coastal Agency.
Apr 2007 - Jan 2009
Regional Wholesaler
Regional distribution and marketing of WM Funds mutual funds at WM Financial Services. Territory: Southern California, Arizona and Nevada. WM Group of Funds was a subsidiary of Washington Mutual, Inc. and operated as its proprietary mutual fund family until it was acquired by Principal Funds in 2006.
Aug 2005 - Feb 2007
Financial Consultant / Senior Financial Associate
Wm Financial Services
Financial services and investment sales. WM Financial Services was a subsidiary of Washington Mutual, Inc. and operated as its securities brokerage firm.
Aug 2003 - Aug 2005
Associate Advisor / Financial Advisor
Financial services and investment sales.
May 2002 - Jul 2003
Team & coworkers
Colleagues at Bank of America Merrill Lynch
Other employees you can reach at bofaml.com. View company contacts for 23988 employees →
NB
Natalie Bott
Colleague at Bank Of America Merrill LynchGreater London, England, United Kingdom
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OL
Octavio Lobos
Colleague at Bank Of America Merrill LynchChile
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EO
Erica Omoletski
Colleague at Bank Of America Merrill LynchUnited States
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BR
Balaji Rajendra Babu
Colleague at Bank Of America Merrill LynchToronto, Ontario, Canada
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ES
Eve Shen
Colleague at Bank Of America Merrill LynchShanghai, China
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IK
Irfan Khan
Colleague at Bank Of America Merrill LynchWest Godavari, Andhra Pradesh, India
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BI
Bradford Ireland
Colleague at Bank Of America Merrill LynchHagerstown, Maryland, United States
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SA
Shamnar Asharaf
Colleague at Bank Of America Merrill LynchUnited States
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GM
Gerardo Melgar, Crpc™ Awma™
Colleague at Bank Of America Merrill LynchOxnard, California, United States
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BS
Biswajita Sahu
Colleague at Bank Of America Merrill LynchChennai, Tamil Nadu, India
View →
Natalie Bott
Colleague at Bank Of America Merrill LynchGreater London, England, United Kingdom
View →
OL
Octavio Lobos
Colleague at Bank Of America Merrill LynchChile
View →
EO
Erica Omoletski
Colleague at Bank Of America Merrill LynchUnited States
View →
BR
Balaji Rajendra Babu
Colleague at Bank Of America Merrill LynchToronto, Ontario, Canada
View →
ES
Eve Shen
Colleague at Bank Of America Merrill LynchShanghai, China
View →
IK
Irfan Khan
Colleague at Bank Of America Merrill LynchWest Godavari, Andhra Pradesh, India
View →
BI
Bradford Ireland
Colleague at Bank Of America Merrill LynchHagerstown, Maryland, United States
View →
SA
Shamnar Asharaf
Colleague at Bank Of America Merrill LynchUnited States
View →
GM
Gerardo Melgar, Crpc™ Awma™
Colleague at Bank Of America Merrill LynchOxnard, California, United States
View →
BS
Biswajita Sahu
Colleague at Bank Of America Merrill LynchChennai, Tamil Nadu, India
View →
1 education record
Stephen Lee education
FAQ
Frequently asked questions about Stephen Lee
Quick answers generated from the profile data available on this page.
What company does Stephen Lee work for?
Stephen Lee works for Bank of America Merrill Lynch.
What is Stephen Lee's role at Bank of America Merrill Lynch?
Stephen Lee is listed as Director, Consumer Investments Market Leader at Bank of America Merrill Lynch.
What is Stephen Lee's email address?
AeroLeads has found 1 work email signal at @merrilledge.com for Stephen Lee at Bank of America Merrill Lynch.
Where is Stephen Lee based?
Stephen Lee is based in Pasadena, California, United States while working with Bank of America Merrill Lynch.
What companies has Stephen Lee worked for?
Stephen Lee has worked for Bank Of America Merrill Lynch, Capstone Financial Group, Inc. (Capp), Bancwest Investment Services, Chase Investment Services Corp., and Prudential Financial.
Who are Stephen Lee's colleagues at Bank of America Merrill Lynch?
Stephen Lee's colleagues at Bank of America Merrill Lynch include Natalie Bott, Octavio Lobos, Erica Omoletski, Balaji Rajendra Babu, and Eve Shen.
How can I contact Stephen Lee?
You can use AeroLeads to view verified contact signals for Stephen Lee at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Stephen Lee attend?
Stephen Lee holds Ba, International Studies from Uc Irvine.
What skills is Stephen Lee known for?
Stephen Lee is listed with skills including Leadership, Asset Allocation, Investment Advisory, Retirement, Series 7, Relationship Management, Sales, and Risk Management.
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