Bethanie Lee Email & Phone Number
Client Service Advisor @ Granite Harbor Advisors
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Bethanie Lee Location
- Houston, TX, US
Bethanie Lee Work
- 2024 -now Client Service Advisor @
- 2023 -2024 Financial Planning Analyst @
- 2022 -2023 Client Operations Associate @
- 2021 -2022 Client Operations Specialist @
- 2021 -2021 Wealth Management Intern @ BKD Wealth Advisors
- 2020 -2021 Wealth Management Intern @
- 2017 -2020 Administrative Associate at Shell @
- 2015 -2016 OE Student @
Bethanie Lee Education
- University of Houston
Bachelor of Business Administration - BBA (Finance, Financial Planning)
2017-2021 - University of North Texas
Some college (Chemistry)
2016-2017
Bethanie Lee Summary
- Bethanie Lee, based in Houston, TX, US, is currently a Client Service Advisor at Granite Harbor Advisors. Bethanie Lee brings experience from previous roles at Willis Johnson & Associates and BKD Wealth Advisors. Bethanie Lee holds a 2017 - 2021 Bachelor of Business Administration - BBA in Finance, Financial Planning @ University of Houston. Bethanie Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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