Andrew Lee Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
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Andrew Lee Location
- Bethesda, MD, US
Andrew Lee Work
- Managing Director - Investments @ (November 2023 - Present)
- Senior Vice President @ (November 2013 - November 2023)
- First Vice President @ (November 2006 - November 2013)
- Senior Tax Manager @ (September 1995 - October 2000)
- Tax Manager in Washington National Tax @ (August 1990 - October 1995)
Andrew Lee 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 Skills
- Strategic Financial Planning
- Management
- Investments
- Finance
- Estate Planning
- Asset Management
- Risk Management
- Financial Services
- Retirement Planning
- Portfolio Management
- Team Building
- Leadership
- Strategic Financial
- Microsoft Excel
- Banking
Andrew Lee Summary
- Andrew Lee, based in Bethesda, MD, US, is currently a Managing Director - Investments at Wells Fargo Advisors. Andrew Lee brings 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 has 2 emails and 2 mobile phone numbers on RocketReach.
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