Albert Lee Email & Phone Number

Managing Director, Core Investment Products and Asset Manager Relations @ Charles Schwab

5 free lookup(s).

Albert Lee Location

San Francisco, CA, US

Albert Lee Work

2021 - now Managing Director, Core Investment Products and Asset Manager Relations @ Charles Schwab
2016 - 2020 SVP, Head of Systematic Strategies and ETF Operations @ Hartford Funds
2009 - 2020 Managing Director, COO, Treasurer of Lattice Strategies (Exchange Traded Funds) Trust @ Lattice Strategies LLC (Acquired by Hartford Funds)

2007 - 2009 CFO @ Avicenna Capital Management
2005 - 2007 CFO @ Steeple Capital
2004 - 2004 Summer Associate @ Morgan Stanley
2000 - 2003 Associate @ Boston Consulting Group (BCG)

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Albert Lee Education

Stanford University Graduate School of Business
Master of Business Administration (MBA) (Finance and Entrepreneurship)
2003 - 2005
Dartmouth College
AB Cum Laude (Economics with Honors, Chemistry)
1997 - 2001

Albert Lee Skills

Capital Management
Financial Modeling
Corporate Development

Venture Capital
Private Equity
Due Diligence
Investments
Business Strategy
Mergers
Valuation

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Albert Lee Summary

Albert Lee, based in San Francisco, CA, US, is currently a Managing Director, Core Investment Products and Asset Manager Relations at Charles Schwab. Albert Lee brings experience from previous roles at Hartford Funds, Lattice Strategies LLC (Acquired by Hartford Funds), Avicenna Capital Management and Steeple Capital. Albert Lee holds a 2003 - 2005 Master of Business Administration (MBA) in Finance and Entrepreneurship @ Stanford University Graduate School of Business. With a robust skill set that includes Capital Management, Financial Modeling, Corporate Development, Venture Capital, Private Equity and more. Albert Lee has 3 emails and 1 mobile phone numbers on RocketReach.

Albert Lee Emails

Found 3 emails

Albert Lee Phone Numbers

Found 6 phone numbers

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Others Named Albert Lee

Albert Lee

Managing Director, Core Investment Products and Asset Manager Relations at Charles Schwab

San Francisco, CA, US
3
- gmail.com
- schwab.com
- schwab.com.hk
5+
- +1 614-760-XXXX
- +1 415-508-XXXX
- +1 415-467-XXXX
- +1 415-508-XXXX
- +1 413-567-XXXX
- +1 212-343-XXXX
Albert Lee

Founder and CEO at APL Ventures

Menlo Park, CA, US
1
- gmail.com
2
- +1 650-565-XXXX
- +1 646-408-XXXX

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Top Charles Schwab Employees

Jeff Houdek

Founder and CEO at JJH Investing at Charles Schwab

Appleton, WI, US
3
- hotmail.com
- schwab.com
- schwab.com.hk
1
- +1 920-830-XXXX
Chandra Stanley

Managing Director, Digital Marketing and Owned Channels at Charles Schwab

San Francisco, CA, US
3
- gmail.com
- schwab.com
- schwab.com.hk
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- +1 415-667-XXXX
- +1 720-418-XXXX
- +1 215-669-XXXX
- +1 415-667-XXXX
- +1 402-223-XXXX
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George Feil

Managing Director, Head of Technology Sourcing at Charles Schwab

Roanoke, TX, US
3
- sbcglobal.net
- schwab.com
- schwab.com.hk
3
- +1 210-659-XXXX
- +1 512-426-XXXX
- +1 512-506-XXXX

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