Stephen Lee Email and Phone Number
Stephen Lee work email
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Stephen Lee personal email
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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.
Bank Of America Merrill Lynch
View- Website:
- bofaml.com
- Employees:
- 23988
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Consumer Investments Market LeaderBank Of America Merrill Lynch Apr 2014 - PresentSan Gabriel Valley
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Branch ManagerCapstone Financial Group, Inc. (Capp) Oct 2013 - Mar 2014Irvine, CaliforniaBranch manager for the Irvine office of Capstone Affluent Strategies. -
Regional ManagerBancwest Investment Services Apr 2010 - Oct 2013CaliforniaSales manager for Financial Advisors in Southern CA, Central CA, a portion of Northern CA, and Nevada. -
Investment ManagerChase Investment Services Corp. Nov 2009 - Apr 2010Inland Empire, CaSales manager for Financial Advisors in the Inland Empire region of CA. -
Financial Advisor AssociateChase Investment Services Corp. Jan 2009 - Nov 2009Anaheim, CaFinancial services and investment sales. Financial Advisor covering 2 branches in Anaheim, CA.Wamu Investments transitioned to Chase Investment Services Corp. in May, 2009.
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Manager, Financial ServicesPrudential Financial Apr 2007 - Jan 2009Irvine, CaSales manager for a team of Financial Advisors at Prudential Financial's Orange Coastal Agency. -
Regional WholesalerWm Group Of Funds Aug 2005 - Feb 2007Southern California, Arizona, NevadaRegional 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. -
Financial Consultant / Senior Financial AssociateWm Financial Services Aug 2003 - Aug 2005Irvine, CaFinancial services and investment sales. WM Financial Services was a subsidiary of Washington Mutual, Inc. and operated as its securities brokerage firm.
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Associate Advisor / Financial AdvisorAmerican Express Financial Advisors May 2002 - Jul 2003Irvine, CaFinancial services and investment sales.
Stephen Lee Skills
Frequently Asked Questions about Stephen Lee
What company does Stephen Lee work for?
Stephen Lee works for Bank Of America Merrill Lynch
What is Stephen Lee's role at the current company?
Stephen Lee's current role is Director, Consumer Investments Market Leader.
What is Stephen Lee's email address?
Stephen Lee's email address is sw****@****ail.com
What schools did Stephen Lee attend?
Stephen Lee attended Uc Irvine.
What skills is Stephen Lee known for?
Stephen Lee has skills like Leadership, Asset Allocation, Investment Advisory, Retirement, Series 7, Relationship Management, Sales, Risk Management, Loans, Investment Banking, Wealth Management Services, 401k.
Who are Stephen Lee's colleagues?
Stephen Lee's colleagues are Kimberly Johnson, Andrew Furlong, Kevin P., Sheila Schwarz, Maheshwar Thirumurthy, Whitney Niedzwiecki, Lucy Pearl.
Not the Stephen Lee you were looking for?
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2gmail.com, gmail.com2 +151038XXXXX
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2hotmail.com, sinedraco.com -
Stephen Lee
Dallas, Tx1paalp.com -
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Stephen L.
New York, Ny2gmail.com, binghamton.edu
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