Managing Director, Head Of Business Development - Americas
Current
Mar 2022 - Present
AeroLeads people directory · profile
Thomas Lee Email & Phone Number
Managing Director, Head of Business Development at BITA
at
BITA
2 work emails found
@jpmorgan.com
1 phone found area 813
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Managing Director, Head of Business Development at BITA
Location
New York City Metropolitan Area, United States, United States
Who is Thomas Lee? Overview
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Quick answer
Thomas Lee is listed as Managing Director, Head of Business Development at BITA at BITA, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 813, and a matched LinkedIn profile for Thomas Lee.
Thomas Lee previously worked as Managing Director, Head of Business Development - Americas at Bita and Executive Director, Head of Business Development at J.P. Morgan. Thomas Lee holds Bachelor Of Arts - Ba, Economics from The University Of Kansas.
Company email context
Email format at BITA
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{first}.{last}@jpmorgan.com
89% confidence
AeroLeads found 2 current-domain work email signals for Thomas Lee. Compare company email patterns before reaching out.
Profile bio
About Thomas Lee
Areas of Expertise: Global Product Initiatives – New Business Development – Product Definition – Increasing Revenue – Relationship Building – Product Ownership – Budget Management – Process Improvement – Problem Solving – High-Impact Presentations – Team Leadership – Client Relationship Management – Cross-Functional Teams
Current workplace
Thomas Lee's current company
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7 roles
Thomas Lee work experience
A career timeline built from the work history available for this profile.
Executive Director, Head Of Business Development
Mar 2019 - Mar 2022
Vice President, Advisory Product Strategy
Feb 2016 - Mar 2019
Associate, Investments Product Management
Sep 2013 - Feb 2016
Senior Associate, Product Development
- Provide research and analytical support for the Annuity Product Teams (Fixed, Variable, and Guaranteed Products) in the development process of new products and strategic business planning
- Provide data for quarterly analysis incorporating trends in the industry, product development, competition, market share, and target market
- Head projects to develop and/or enhance sales and investment reports pertinent to the company’s annuity business for senior management
- Research and provide in-depth analysis on current annuity product lines on sales trends correlating to the overall market conditions and/or other annuity competitors
Oct 2012 - Sep 2013
Senior Associate, Internal Wholesaler
- Consult advisors on mutual funds and annuities by providing financial solutions based on clients’ needs utilizing asset allocation models, risk/reward levels and customized portfolio construction strategies
- Actively partner with Regional Vice President to proactively drive sales, grow market base and retain assets in mutual funds, SMA’s and annuities through the Independent, Wirehouse and Bank Channel
- Perform qualitative and quantitative analysis of competitor mutual funds for ways to incorporate MainStay funds into investment models using Morningstar Direct, Bloomberg and/or Zephyr Style Advisor
- Collaborate with portfolio management team of funds to provide advisors with current market outlook via conference calls
Oct 2007 - Oct 2012
Senior Associate, Annuity Operations
- Assisted investment professionals, wholesalers and clients within contact center environment on service issues, policy maintenance, financial transactions and research requests for variable, deferred and immediate.
- Executed trades, reallocated investment portfolios and set up dollar cost averaging for variable annuity clients
- Proactively worked with management to research and resolve escalated service issues
Jul 2006 - Oct 2007
1 education record
Thomas Lee education
-
The University Of Kansas
FAQ
Frequently asked questions about Thomas Lee
Quick answers generated from the profile data available on this page.
What company does Thomas Lee work for?
Thomas Lee works for BITA.
What is Thomas Lee's role at BITA?
Thomas Lee is listed as Managing Director, Head of Business Development at BITA at BITA.
What is Thomas Lee's email address?
AeroLeads has found 2 work email signals at @jpmorgan.com for Thomas Lee at BITA.
What is Thomas Lee's phone number?
AeroLeads has found 1 phone signal(s) with area code 813 for Thomas Lee at BITA.
Where is Thomas Lee based?
Thomas Lee is based in New York City Metropolitan Area, United States, United States while working with BITA.
What companies has Thomas Lee worked for?
Thomas Lee has worked for Bita, J.P. Morgan, and New York Life Investments.
How can I contact Thomas Lee?
You can use AeroLeads to view verified contact signals for Thomas Lee at BITA, including work email, phone, and LinkedIn data when available.
What schools did Thomas Lee attend?
Thomas Lee holds Bachelor Of Arts - Ba, Economics from The University Of Kansas.
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