Adam Lee Email & Phone Number
Chief Investment Officer @ Castlepoint Wealth Advisors
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Adam Lee Location
- Oklahoma City, OK, US
Adam Lee Work
- 2022 -now Chief Investment Officer @
- 2021 -2022 Portfolio Manager @
- 2021 -2021 Manager of Financial Analysis @
- 2020 -2020 Senior Supervisor of Financial Analysis @
- 2019 -2020 Supervisor of Financial Analysis @
- 2017 -2018 Senior Financial Analyst @
- 2016 -2017 Staff Accountant @
- 2015 -2016 Assurance Experienced Associate @
- 2015 -2015 Internal Auditor @
- 2014 -2014 Co-owner and Operator @ Smooth Move Corporation
- 2014 -2014 Audit Intern @
- 2012 -2013 Fuel Payables and ERM Intern @
Adam Lee Education
- University of Oklahoma
Bachelor's Degree (Accounting and Finance)
2010-2015 - University of Oklahoma
Master's Degree (Accounting)
2010-2015
Adam Lee Skills
- VBA for Microsoft Excel
- Microsoft Excel
- Financial Analysis
- Accounting
Adam Lee Summary
- Adam Lee, based in Oklahoma City, OK, US, is currently a Chief Investment Officer at Castlepoint Wealth Advisors. Adam Lee brings experience from previous roles at Castlepoint Wealth Advisors and Love's Travel Stops. Adam Lee holds a 2010 - 2015 Bachelor's Degree in Accounting and Finance @ University of Oklahoma. With a robust skill set that includes VBA for Microsoft Excel, Microsoft Excel, Financial Analysis, Accounting and more. Adam Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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