Associate Financial Advisor @ (November 2021 - January 2024)
Senior Client Specialist @ (January 2018 - January 2021)
Client Specialist @ (June 2010 - September 2018)
Bridget Lee Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration - BBA (Finance, General)
2007
Milwaukee School of Engineering
Bridget Lee Skills
Analytical Skills
Communication
Customer Relationship Management (CRM)
Financial Analysis
Sales
Bridget Lee Summary
Bridget Lee, based in Milwaukee, WI, US, is currently a VP Financial Consultant at Charles Schwab. Bridget Lee brings experience from previous roles at Baird and RBC Wealth Management. Bridget Lee holds a Bachelor of Business Administration - BBA in Finance, General @ University of Wisconsin-Milwaukee. With a robust skill set that includes Analytical Skills, Communication, Customer Relationship Management (CRM), Financial Analysis, Sales and more. Bridget Lee has 2 emails on RocketReach.
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