Andrew Lee Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Andrew Lee Location
- Bethesda, MD, US
Andrew Lee Work
- 2023 -now Managing Director - Investments @
- 2013 -2023 Senior Vice President @
- 2006 -2013 First Vice President @
- 1995 -2000 Senior Tax Manager @
- 1990 -1995 Tax Manager in Washington National Tax @
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 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Andrew Lee?
Find contact details for 700 million professionals.
Others Named Andrew Lee
Andrew Lee
Chief Executive Officer
Sydney, NSW, AU
Andrew Lee
Managing Director - Investments
Bethesda, MD, US
Andrew Lee
Co-Founder
Stanford, CA, US
Top Wells Fargo Advisors Employees
Jay Canell
Managing Director
New York, NY, US
John McCauley
Managing Director - Investments
Houston, TX, US
Zach Smith
Chief Administrative Officer
St. Louis, MO, US
Andrew Bitterlin
Managing Director- Investments
San Diego, CA, US
Andrew Lee
Managing Director - Investments
Bethesda, MD, US
William Arnold
Managing Director - Investments
St. Louis, MO, US
Jerry Lakin
Vice President, Analytics Manager
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co