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Brian Lee Location
Grand Rapids, MI, US
Brian Lee Work
1984 -now Vice President and Senior Portfolio Mgr. @
1980 -1984 Trust Officer @ First National Bank of Springfield, IL
Brian Lee Education
Illinois Wesleyan University
BS (Finance and Insurance)
1977-1980
Brian Lee Skills
Asset Allocation
Portfolio Management
High Net Worth Individuals
Certified Financial Planner
Retirement Planning
Investment Advisory
Investments
Mutual Funds
Pension Funds
Wealth Management
Investment Management
Asset Management
Investment Fiduciary Roles
Financial Services
Credit
Loans
Banking
Commercial Banking
Relationship Management
Cash Management
Customer Service
Treasury Management
Credit Analysis
Financial Analysis
Management
Commercial Lending
Small Business Lending
Customer Relations
Brian Lee Summary
Brian Lee, based in Grand Rapids, MI, US, is currently a Vice President and Senior Portfolio Mgr. at Fifth Third Bank. Brian Lee brings experience from previous roles at First National Bank of Springfield, IL. Brian Lee holds a 1977 - 1980 BS in Finance and Insurance @ Illinois Wesleyan University. With a robust skill set that includes Asset Allocation, Portfolio Management, High Net Worth Individuals, Certified Financial Planner, Retirement Planning and more. Brian Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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