Andrew Lee's Location
Bethesda, MD, US
Andrew Lee's Work
- Managing Director - Investments @ Wells Fargo
- Senior Vice President @ New York Fitness
- First Vice President @ Morgan Stanley
Andrew Lee's Education
- Georgetown University Law Center
LL.M. (Taxation)
1990 - 1994 - The Catholic University of America, Columbus School of Law
Juris Doctor (Law)
1987 - 1990 - Muhlenberg College
B.A. Accounting (Accounting and Finance)
1982 - 1986
Andrew Lee's Skills
- Strategic Financial Planning
- Management
- Investments
- Finance
- Estate Planning
- Asset Management
- Risk Management
- Financial Services
- Retirement Planning
- Portfolio Management
Andrew Lee's Summary
Andrew Lee, based in Bethesda, MD, US, is currently a Managing Director - Investments at Wells Fargo, bringing experience from previous roles at UBS, Morgan Stanley, PwC and EY. Andrew Lee holds a 1990 - 1994 LL.M. in Taxation @ Georgetown University Law Center. With a robust skill set that includes Strategic Financial Planning, Management, Investments, Finance, Estate Planning and more, Andrew Lee contributes valuable insights to the industry. Andrew Lee has 2 emails and 1 mobile phone number on RocketReach.
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