Bee Lee Email
Financial Advisor @ Raymond James Ltd.
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Bee Lee Location
- Waterloo, ON, CA
Bee Lee Work
- 2009 -now Financial Advisor @
- 2005 -2009 Financial Advisor @
- 1998 -2001 Vice President of Operations @ Talaricom
- 1992 -1998 Aerospace Engineer @
Bee Lee Education
- Wilfrid Laurier University
Master of Business Administration (MBA) (Finance and Financial Management Services)
2003-2004 - Western University
Master of Engineering (M.Eng. Sc) (Engineering Science)
1983-1985 - McMaster University
Bachelor of Engineering (B.Eng.) (Electrical, Electronics and Communications Engineering)
1979-1983
Bee Lee Skills
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Wealth Management
- Investment Advisory
- Investments
- Retirement
- Investment Strategies
- Strategic Financial Planning
- Securities
- Portfolio Management
- Financial Advisory
- Asset Management
- Alternative Investments
- Estate Planning
- Equities
- Uniform Combined State Law
- Fixed Annuities
- Fixed Income
- 401k
- Series 7
- Manufacturing
- Sales
- Engineering
- Aerospace
- Testing
- Microsoft Excel
Bee Lee Summary
- Bee Lee, based in Waterloo, ON, CA, is currently a Financial Advisor at Raymond James Ltd.. Bee Lee brings experience from previous roles at Edward Jones, Talaricom and COM DEV. Bee Lee holds a 2003 - 2004 Master of Business Administration (MBA) in Finance and Financial Management Services @ Wilfrid Laurier University. With a robust skill set that includes Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Investment Advisory and more. Bee Lee has 1 emails on RocketReach.
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