Alina Lee's Location
Palo Alto, California, United States
Alina Lee's Work
- Director of Financial Planning @ Cassaday & Company, Inc.
- Paraplanner @ Cassaday & Company, Inc.
- Wealth Management Specialist @ Cardinal Bank
- Financial Advisor @ Cardinal Bank
- Trust Administrator @ Cardinal Financial Company, Limited Partnership
- Intern @ MainStreet Financial Planning, Inc.
Alina Lee's Education
- Virginia Tech
Bachelors (Finance)
2005 - 2009
Alina Lee's Skills
- Wealth Management
- Portfolio Management
- Risk Assessment
- Strategic Financial
- Investments
- Financial Goals
- Portfolio Performance
- College Education
- Fixed Income
- Investment Advisory
Alina Lee's Summary
Alina Lee, based in Palo Alto, California, United States, is currently a Director of Financial Planning at Cassaday & Company, Inc., bringing experience from previous roles at Cassaday & Company, Inc., Cardinal Bank and Cardinal Financial Company, Limited Partnership. Alina Lee holds a 2005 - 2009 Bachelors in Finance @ Virginia Tech. With a robust skill set that includes Wealth Management, Portfolio Management, Risk Assessment, Strategic Financial, Investments and more, Alina Lee contributes valuable insights to the industry. Alina Lee has 2 emails and 1 mobile phone number on RocketReach.
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