Andrew Lee Email & Phone Number

Managing Director - Investments @ Wells Fargo Advisors

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Andrew Lee Location

Bethesda, MD, US

Andrew Lee Work

2023 - now Managing Director - Investments @ Wells Fargo Advisors
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2013 - 2023 Senior Vice President @ UBS Group AG
2006 - 2013 First Vice President @ Morgan Stanley

1995 - 2000 Senior Tax Manager @ PwC
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1990 - 1995 Tax Manager in Washington National Tax @ EY

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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

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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 3 emails and 2 mobile phone numbers on RocketReach.

Andrew Lee Emails

Found 3 emails

Andrew Lee Phone Numbers

Found 4 phone numbers

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